RTD Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RTD Financial 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 Q2	$5.14M	Sell	151,846 -1,188	-0.8%	-$39.4K	0.56%	41
2026 Q1	$4.46M	Sell	153,034 -4,026	-3%	-$125K	0.55%	42
2025 Q4	$5.12M	Sell	157,060 -7,131	-4%	-$232K	0.63%	40
2025 Q3	$5.24M	Sell	164,191 -1,516	-0.9%	-$46.2K	0.63%	37
2025 Q2	$4.84M	Sell	165,707 -6,434	-4%	-$170K	0.62%	38
2025 Q1	$4.31M	Sell	172,141 -42,551	-20%	-$1.17M	0.58%	36
2024 Q4	$5.98M	Sell	214,692 -11,820	-5%	-$323K	0.77%	34
2024 Q3	$5.9M	Sell	226,512 -32,600	-13%	-$820K	0.75%	35
2024 Q2	$6.53M	Sell	259,112 -12,280	-5%	-$290K	0.88%	32
2024 Q1	$6.29M	Sell	271,392 -18,856	-6%	-$417K	0.85%	33
2023 Q4	$6.02M	Sell	290,248 -10,520	-3%	-$203K	0.85%	34
2023 Q3	$5.47M	Sell	300,768 -13,828	-4%	-$260K	0.84%	34
2023 Q2	$5.89M	Sell	314,596 -3,736	-1%	-$64.1K	0.86%	34
2023 Q1	$5.19M	Sell	318,332 -7,172	-2%	-$109K	0.8%	34
2022 Q4	$4.52M	Sell	325,504 -9,928	-3%	-$143K	0.74%	36
2022 Q3	$4.68M	Sell	335,432 -1,036	-0.3%	-$16.2K	0.86%	31
2022 Q2	$4.88M	Sell	336,468 -6,464	-2%	-$103K	0.75%	35
2022 Q1	$6.42M	Sell	342,932 -9,284	-3%	-$169K	0.87%	31
2021 Q4	$7.21M	Buy	+352,216	New	+$7.04M	0.94%	27

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

RTD Financial Advisors's SCHG Position: Q2 2026 in Review

RTD Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.78% in Q2 2026, selling an estimated $39.4K and leaving 151,846 shares worth $5.14M. The position accounts for 0.56% of the portfolio, ranked #41.

RTD Financial Advisors first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.21M in Q4 2021. 467 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

RTD Financial Advisors held 151,846 shares of Schwab US Large-Cap Growth ETF worth $5.14M as of Q2 2026.
RTD Financial Advisors sold 1,188 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $39.4K.
Schwab US Large-Cap Growth ETF made up 0.56% of RTD Financial Advisors's portfolio in Q2 2026, its #41 holding.
RTD Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $7.21M in Q4 2021.
467 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.