Kane Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kane Investment Management’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	$4.39M	Sell	129,796 -4,907	-4%	-$163K	1.87%	6
2026 Q1	$3.89M	Sell	134,703 -13,149	-9%	-$409K	2%	6
2025 Q4	$4.82M	Sell	147,852 -5,525	-4%	-$180K	2.34%	4
2025 Q3	$4.89M	Sell	153,377 -5,334	-3%	-$163K	2.38%	4
2025 Q2	$4.64M	Sell	158,711 -42,760	-21%	-$1.13M	2.43%	5
2025 Q1	$5.04M	Sell	201,471 -7,379	-4%	-$202K	2.44%	3
2024 Q4	$5.82M	Buy	+208,850	New	+$5.71M	3.25%	3

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kane Investment Management's SCHG Position: Q2 2026 in Review

Kane Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.6% in Q2 2026, selling an estimated $163K and leaving 129,796 shares worth $4.39M. The position accounts for 1.87% of the portfolio, ranked #6.

Kane Investment Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Kane Investment Management held 129,796 shares of Schwab US Large-Cap Growth ETF worth $4.39M as of Q2 2026.
Kane Investment Management sold 4,907 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $163K.
Schwab US Large-Cap Growth ETF made up 1.87% of Kane Investment Management's portfolio in Q2 2026, its #6 holding.
Kane Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Kane Investment Management's Schwab US Large-Cap Growth ETF position peaked at $5.82M in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.