Rockwood Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Rockwood Wealth Management’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 Q2	$228K	Buy	+6,727	New	+$223K	0.01%	122

Other funds holding SCHG

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockwood Wealth Management's SCHG Position: Q2 2026 in Review

Rockwood Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,727 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings.

883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Rockwood Wealth Management held 6,727 shares of Schwab US Large-Cap Growth ETF worth $228K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Rockwood Wealth Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #122 holding.
883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.