Royal Fund Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Royal Fund 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	$10.3M	Buy	304,689 +1,520	+0.5%	+$50.4K	0.86%	31
2026 Q1	$8.83M	Sell	303,169 -8,005	-3%	-$249K	0.84%	31
2025 Q4	$10.2M	Buy	311,174 +198,772	+177%	+$6.46M	0.92%	30
2025 Q3	$3.59M	Sell	112,402 -199,792	-64%	-$6.09M	0.43%	77
2025 Q2	$9.12M	Buy	312,194 +1,675	+0.5%	+$44.3K	0.91%	22
2025 Q1	$7.78M	Sell	310,519 -159	-0.1%	-$4.36K	0.87%	21
2024 Q4	$8.66M	Sell	310,678 -313,026	-50%	-$8.56M	0.81%	26
2024 Q3	$16.3M	Buy	623,704 +334,256	+115%	+$8.41M	0.97%	18
2024 Q2	$7.31M	Sell	289,448 -308	-0.1%	-$7.26K	0.59%	28
2024 Q1	$6.72M	Buy	289,756 +5,256	+2%	+$116K	0.66%	36
2023 Q4	$5.9M	Sell	284,500 -9,172	-3%	-$177K	0.65%	37
2023 Q3	$5.34M	Buy	293,672 +6,592	+2%	+$124K	0.72%	39
2023 Q2	$5.38M	Sell	287,080 -6,156	-2%	-$106K	0.67%	41
2023 Q1	$4.78M	Buy	293,236 +220	+0.1%	+$3.34K	0.68%	54
2022 Q4	$4.07M	Sell	293,016 -4,760	-2%	-$68.4K	0.65%	55
2022 Q3	$4.15M	Sell	297,776 -3,996	-1%	-$62.6K	0.76%	53
2022 Q2	$4.37M	Buy	301,772 +11,052	+4%	+$177K	0.73%	56
2022 Q1	$5.44M	Buy	290,720 +28,288	+11%	+$516K	0.79%	39
2021 Q4	$5.37M	Buy	262,432 +20,976	+9%	+$419K	0.77%	41
2021 Q3	$4.47M	Buy	241,456 +32,480	+16%	+$619K	0.65%	52
2021 Q2	$3.81M	Buy	208,976 +23,384	+13%	+$405K	0.63%	64
2021 Q1	$3.01M	Buy	185,592 +41,928	+29%	+$682K	0.55%	70
2020 Q4	$2.31M	Buy	143,664 +55,456	+63%	+$841K	0.49%	72
2020 Q3	$1.27M	Buy	88,208 +25,072	+40%	+$349K	0.32%	74
2020 Q2	$801K	Buy	63,136 +33,792	+115%	+$394K	0.28%	76
2020 Q1	$292K	Buy	29,344 +23,528	+405%	+$268K	0.12%	109
2019 Q4	$67K	Buy	+5,816	New	+$64.1K	0.02%	219

Other funds holding SCHG

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

HWA

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

PAS

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Royal Fund Management's SCHG Position: Q2 2026 in Review

Royal Fund Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.5% in Q2 2026, buying an estimated $50.4K and bringing the position to 304,689 shares worth $10.3M. The position accounts for 0.86% of the portfolio, ranked #31.

Royal Fund Management first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.3M in Q3 2024. 374 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Royal Fund Management held 304,689 shares of Schwab US Large-Cap Growth ETF worth $10.3M as of Q2 2026.
Royal Fund Management bought 1,520 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $50.4K.
Schwab US Large-Cap Growth ETF made up 0.86% of Royal Fund Management's portfolio in Q2 2026, its #31 holding.
Royal Fund Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Royal Fund Management's Schwab US Large-Cap Growth ETF position peaked at $16.3M in Q3 2024.
374 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.