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Kaizen Financial Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kaizen Financial Strategies’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
Q3 		$16.7M Sell
464,265
-55,334
-11% -$1.94M 6.56% 2
2026
Q2 		$17.7M Sell
519,599
-34,787
-6% -$1.15M 5.76% 2
2026
Q1 		$17.8M Buy
554,386
+10,670
+2% +$332K 7.53% 2
2025
Q4 		$17.7M Sell
543,716
-3,485
-0.6% -$113K 7.82% 2
2025
Q3 		$17.7M Buy
547,201
+12,415
+2% +$378K 8.02% 2
2025
Q2 		$15.6M Buy
534,786
+6,844
+1% +$181K 7.94% 2
2025
Q1 		$13.2M Buy
527,942
+21,727
+4% +$595K 7.63% 3
2024
Q4 		$14.1M Sell
506,215
-1,621
-0.3% -$44.3K 7.99% 3
2024
Q3 		$13.2M Sell
507,836
-7,636
-1% -$192K 7.67% 3
2024
Q2 		$12.5M Buy
515,472
+20,928
+4% +$494K 7.82% 3
2024
Q1 		$11.5M Buy
494,544
+36,824
+8% +$814K 7.77% 2
2023
Q4 		$9.49M Sell
457,720
-3,056
-0.7% -$59.1K 7.19% 3
2023
Q3 		$8.38M Buy
460,776
+83,748
+22% +$1.58M 7.08% 3
2023
Q2 		$7.11M Buy
377,028
+97,944
+35% +$1.68M 6.08% 4
2023
Q1 		$4.55M Buy
279,084
+52,888
+23% +$803K 4.48% 7
2022
Q4 		$3.29M Sell
226,196
-27,128
-11% -$390K 3.25% 5
2022
Q3 		$3.54M Buy
253,324
+15,016
+6% +$235K 3.58% 3
2022
Q2 		$3.46M Buy
238,308
+4,280
+2% +$68.4K 3.41% 4
2022
Q1 		$4.38M Buy
234,028
+16,380
+8% +$299K 3.43% 4
2021
Q4 		$4.46M Buy
217,648
+27,968
+15% +$559K 3.34% 3
2021
Q3 		$3.51M Buy
+189,680
New +$3.61M 2.83% 4
2021
Q1 		$2.55M Sell
156,960
-38,880
-20% -$633K 2.43% 3
2020
Q4 		$3.14M Buy
+195,840
New +$2.97M 3.49% 4

Other funds holding SCHG

MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Kaizen Financial Strategies's SCHG Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q3 2026, selling an estimated $1.94M and leaving 464,265 shares worth $16.7M. The position accounts for 6.56% of the portfolio, ranked #2.

Kaizen Financial Strategies first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.8M in Q1 2026. 103 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Kaizen Financial Strategies held 464,265 shares of Schwab US Large-Cap Growth ETF worth $16.7M as of Q3 2026.
  • Kaizen Financial Strategies sold 55,334 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.94M.
  • Schwab US Large-Cap Growth ETF made up 6.56% of Kaizen Financial Strategies's portfolio in Q3 2026, its #2 holding.
  • Kaizen Financial Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Kaizen Financial Strategies's Schwab US Large-Cap Growth ETF position peaked at $17.8M in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.