Ruggaard & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ruggaard & Associates’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	$857K	Hold	25,318	–	–	0.31%	50
2026 Q1	$738K	Hold	25,318	–	–	0.29%	52
2025 Q4	$826K	Buy	25,318 +1	+0%	+$33	0.33%	46
2025 Q3	$808K	Sell	25,317 -118	-0.5%	-$3.6K	0.3%	46
2025 Q2	$743K	Buy	25,435 +155	+0.6%	+$4.1K	0.3%	46
2025 Q1	$633K	Hold	25,280	–	–	0.28%	51
2024 Q4	$705K	Hold	25,280	–	–	0.31%	42
2024 Q3	$658K	Hold	25,280	–	–	0.29%	47
2024 Q2	$637K	Hold	25,280	–	–	0.29%	48
2024 Q1	$586K	Hold	25,280	–	–	0.28%	51
2023 Q4	$524K	Hold	25,280	–	–	0.28%	52
2023 Q3	$460K	Hold	25,280	–	–	0.27%	59
2023 Q2	$474K	Hold	25,280	–	–	0.28%	57
2023 Q1	$412K	Buy	+25,280	New	+$384K	0.25%	61

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates's SCHG Position: Q2 2026 in Review

Ruggaard & Associates held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 25,318 shares worth $857K. The position accounts for 0.31% of the portfolio, ranked #50.

Ruggaard & Associates first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ruggaard & Associates held 25,318 shares of Schwab US Large-Cap Growth ETF worth $857K as of Q2 2026.
Ruggaard & Associates left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.31% of Ruggaard & Associates's portfolio in Q2 2026, its #50 holding.
Ruggaard & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.