Christensen King & Associates Investment Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Christensen King & Associates Investment Services’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	$14.2M	Sell	418,771 -15,830	-4%	-$525K	5.63%	5
2026 Q1	$12.7M	Sell	434,601 -1,074	-0.2%	-$33.4K	5.43%	5
2025 Q4	$14.2M	Sell	435,675 -3,480	-0.8%	-$113K	6.06%	3
2025 Q3	$14M	Sell	439,155 -2,186	-0.5%	-$66.6K	6.02%	3
2025 Q2	$12.9M	Sell	441,341 -1,155	-0.3%	-$30.5K	5.91%	4
2025 Q1	$11.7M	Sell	442,496 -6,715	-1%	-$184K	5.55%	4
2024 Q4	$13M	Sell	449,211 -3,301	-0.7%	-$90.3K	6.09%	4
2024 Q3	$11.8M	Sell	452,512 -3,744	-0.8%	-$94.2K	5.55%	5
2024 Q2	$11.5M	Buy	456,256 +4,276	+0.9%	+$101K	5.68%	4
2024 Q1	$10.5M	Buy	451,980 +15,980	+4%	+$353K	5.23%	5
2023 Q4	$9.04M	Buy	+436,000	New	+$8.43M	4.84%	6

Other funds holding SCHG

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

VIA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHG Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.6% in Q2 2026, selling an estimated $525K and leaving 418,771 shares worth $14.2M. The position accounts for 5.63% of the portfolio, ranked #5.

Christensen King & Associates Investment Services first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Christensen King & Associates Investment Services held 418,771 shares of Schwab US Large-Cap Growth ETF worth $14.2M as of Q2 2026.
Christensen King & Associates Investment Services sold 15,830 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $525K.
Schwab US Large-Cap Growth ETF made up 5.63% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #5 holding.
Christensen King & Associates Investment Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Schwab US Large-Cap Growth ETF position peaked at $14.2M in Q4 2025.
1,115 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.