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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Kane Investment Management's SCHG Position: Q1 2026 in Review

Kane Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.9% in Q1 2026, selling an estimated $409K and leaving 134,703 shares worth $3.89M. The position accounts for 2% of the portfolio, ranked #6.

Kane Investment Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.82M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Kane Investment Management held 134,703 shares of Schwab US Large-Cap Growth ETF worth $3.89M as of Q1 2026.
Kane Investment Management sold 13,149 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $409K.
Schwab US Large-Cap Growth ETF made up 2% of Kane Investment Management's portfolio in Q1 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 6 quarters since.
Kane Investment Management's Schwab US Large-Cap Growth ETF position peaked at $5.82M in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Kane Investment Management's 13F filing for Q1 2026, filed 14 May 2026.