RAFFA WEALTH MANAGEMENT, LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$27.6K	Hold	815	–	–	﹤0.01%	241
2026 Q1	$23.7K	Hold	815	–	–	﹤0.01%	247
2025 Q4	$26.6K	Hold	815	–	–	﹤0.01%	229
2025 Q3	$26K	Hold	815	–	–	﹤0.01%	223
2025 Q2	$23.8K	Hold	815	–	–	﹤0.01%	249
2025 Q1	$20.4K	Hold	815	–	–	﹤0.01%	224
2024 Q4	$22.7K	Buy	+815	New	+$22.3K	0.01%	219
2021 Q3	–	Sell	-8,296	Closed	-$151K	–	1131
2021 Q2	$151K	Buy	+8,296	New	+$144K	0.05%	57

Other funds holding SCHG

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

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

PAS

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 815 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHG in Q2 2021 and has held it in 8 quarters since. The position peaked at $151K in Q2 2021. 677 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 815 shares of Schwab US Large-Cap Growth ETF worth $27.6K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #241 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 8 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Schwab US Large-Cap Growth ETF position peaked at $151K in Q2 2021.
677 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.