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Rossmore Private Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Rossmore Private Capital’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 		$392K Hold
11,580
– – 0.03% 240
2026
Q1 		$337K Hold
11,580
– – 0.03% 238
2025
Q4 		$378K Hold
11,580
– – 0.03% 227
2025
Q3 		$370K Buy
11,580
+2,365
+26% +$72.1K 0.04% 210
2025
Q2 		$269K Buy
+9,215
New +$244K 0.03% 225

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
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
PAS
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

Rossmore Private Capital's SCHG Position: Q2 2026 in Review

Rossmore Private Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 11,580 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #240.

Rossmore Private Capital first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Rossmore Private Capital held 11,580 shares of Schwab US Large-Cap Growth ETF worth $392K as of Q2 2026.
  • Rossmore Private Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Rossmore Private Capital's portfolio in Q2 2026, its #240 holding.
  • Rossmore Private Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.