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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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kaizen Financial Strategies's SCHG Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q2 2026, selling an estimated $1.15M and leaving 519,599 shares worth $17.7M. The position accounts for 5.76% of the portfolio, ranked #2.

Kaizen Financial Strategies first reported a position in SCHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.8M in Q1 2026. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Kaizen Financial Strategies held 519,599 shares of Schwab US Large-Cap Growth ETF worth $17.7M as of Q2 2026.
  • Kaizen Financial Strategies sold 34,787 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.15M.
  • Schwab US Large-Cap Growth ETF made up 5.76% of Kaizen Financial Strategies's portfolio in Q2 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 22 quarters since.
  • Kaizen Financial Strategies's Schwab US Large-Cap Growth ETF position peaked at $17.8M in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.