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Kastel Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kastel Capital Advisors’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 		$567K Hold
19,454
– – 0.36% 35
2026
Q1 		$635K Hold
19,454
– – 0.39% 31
2025
Q4 		$635K Buy
+19,454
New +$633K 0.39% 31

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

Kastel Capital Advisors's SCHG Position: Q2 2026 in Review

Kastel Capital Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 19,454 shares worth $567K. The position accounts for 0.36% of the portfolio, ranked #35.

Kastel Capital Advisors first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $635K in Q1 2026. 1,662 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Kastel Capital Advisors held 19,454 shares of Schwab US Large-Cap Growth ETF worth $567K as of Q2 2026.
  • Kastel Capital Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.36% of Kastel Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Kastel Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Kastel Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $635K in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.