Robinson Smith Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Robinson Smith Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Sell	53,024 -13,900	-21%	-$432K	1.05%	21
2025 Q4	$2.18M	Sell	66,924 -8,216	-11%	-$267K	1.49%	19
2025 Q3	$2.4M	Sell	75,140 -773	-1%	-$23.6K	1.72%	15
2025 Q2	$2.22M	Sell	75,913 -4,619	-6%	-$122K	1.77%	15
2025 Q1	$2.02M	Sell	80,532 -2,295	-3%	-$62.9K	1.69%	15
2024 Q4	$2.31M	Buy	82,827 +3,423	+4%	+$93.6K	1.96%	15
2024 Q3	$2.07M	Buy	79,404 +11,132	+16%	+$280K	1.76%	15
2024 Q2	$1.72M	Sell	68,272 -740	-1%	-$17.5K	1.52%	17
2024 Q1	$1.6M	Buy	69,012 +108	+0.2%	+$2.39K	1.54%	17
2023 Q4	$1.43M	Buy	+68,904	New	+$1.33M	1.41%	19

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Robinson Smith Wealth Advisors's SCHG Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q1 2026, selling an estimated $432K and leaving 53,024 shares worth $1.54M. The position accounts for 1.05% of the portfolio, ranked #21.

Robinson Smith Wealth Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.4M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Robinson Smith Wealth Advisors held 53,024 shares of Schwab US Large-Cap Growth ETF worth $1.54M as of Q1 2026.
Robinson Smith Wealth Advisors sold 13,900 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $432K.
Schwab US Large-Cap Growth ETF made up 1.05% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #21 holding.
Robinson Smith Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.4M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.