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RWA Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RWA Wealth Partners’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
Q1 		$5.63M Buy
193,362
+34,372
+22% +$1.07M 0.06% 148
2025
Q4 		$5.19M Sell
158,990
-4,506
-3% -$147K 0.06% 163
2025
Q3 		$5.22M Sell
163,496
-28,691
-15% -$874K 0.06% 169
2025
Q2 		$5.61M Buy
192,187
+49,469
+35% +$1.31M 0.07% 148
2025
Q1 		$3.57M Buy
142,718
+76,735
+116% +$2.1M 0.05% 182
2024
Q4 		$1.84M Buy
65,983
+20,331
+45% +$556K 0.02% 260
2024
Q3 		$1.19M Buy
45,652
+7,932
+21% +$200K 0.01% 301
2024
Q2 		$951K Hold
37,720
– – 0.01% 308
2024
Q1 		$874K Buy
37,720
+44
+0.1% +$973 0.01% 321
2023
Q4 		$781K Sell
37,676
-16
-0% -$309 0.01% 324
2023
Q3 		$685K Buy
37,692
+2,240
+6% +$42.2K 0.01% 225
2023
Q2 		$664K Sell
35,452
-1,184
-3% -$20.3K 0.01% 198
2023
Q1 		$597K Buy
36,636
+1,368
+4% +$20.8K 0.01% 157
2022
Q4 		$507K Buy
+35,268
New +$507K 0.01% 171
2020
Q2 		– Sell
-28,152
Closed -$280K – 220
2020
Q1 		$280K Hold
28,152
– – 0.04% 169
2019
Q4 		$327K Hold
28,152
– – 0.03% 192
2019
Q3 		$296K Buy
+28,152
New +$297K 0.03% 196

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

RWA Wealth Partners's SCHG Position: Q1 2026 in Review

RWA Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q1 2026, buying an estimated $1.07M and bringing the position to 193,362 shares worth $5.63M. The position accounts for 0.06% of the portfolio, ranked #148.

RWA Wealth Partners first reported a position in SCHG in Q3 2019 and has held it in 17 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • RWA Wealth Partners held 193,362 shares of Schwab US Large-Cap Growth ETF worth $5.63M as of Q1 2026.
  • RWA Wealth Partners bought 34,372 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.07M.
  • Schwab US Large-Cap Growth ETF made up 0.06% of RWA Wealth Partners's portfolio in Q1 2026, its #148 holding.
  • RWA Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 17 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.