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Kathmere Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kathmere Capital 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 		$978K Buy
33,559
+796
+2% +$24.7K 0.06% 220
2025
Q4 		$1.07M Buy
32,763
+189
+0.6% +$6.15K 0.07% 179
2025
Q3 		$1.04M Sell
32,574
-14,617
-31% -$445K 0.07% 172
2025
Q2 		$1.38M Buy
47,191
+2,495
+6% +$66K 0.11% 129
2025
Q1 		$1.12M Buy
44,696
+2,027
+5% +$55.5K 0.1% 133
2024
Q4 		$1.19M Buy
42,669
+3,581
+9% +$97.9K 0.11% 123
2024
Q3 		$1.02M Sell
39,088
-500
-1% -$12.6K 0.1% 130
2024
Q2 		$998K Sell
39,588
-192
-0.5% -$4.53K 0.11% 115
2024
Q1 		$922K Sell
39,780
-348
-0.9% -$7.7K 0.11% 116
2023
Q4 		$832K Sell
40,128
-268
-0.7% -$5.18K 0.11% 107
2023
Q3 		$734K Buy
40,396
+124
+0.3% +$2.33K 0.11% 105
2023
Q2 		$755K Sell
40,272
-856
-2% -$14.7K 0.12% 88
2023
Q1 		$670K Buy
41,128
+288
+0.7% +$4.37K 0.11% 95
2022
Q4 		$567K Buy
40,840
+16,064
+65% +$231K 0.1% 96
2022
Q3 		$346K Buy
+24,776
New +$388K 0.07% 112
2021
Q1 		– Sell
-888
Closed -$14K – 349
2020
Q4 		$14K Sell
888
-8
-0.9% -$121 ﹤0.01% 303
2020
Q3 		$13K Buy
+896
New +$12.5K ﹤0.01% 285

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Kathmere Capital Management's SCHG Position: Q1 2026 in Review

Kathmere Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q1 2026, buying an estimated $24.7K and bringing the position to 33,559 shares worth $978K. The position accounts for 0.06% of the portfolio, ranked #220.

Kathmere Capital Management first reported a position in SCHG in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.38M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Kathmere Capital Management held 33,559 shares of Schwab US Large-Cap Growth ETF worth $978K as of Q1 2026.
  • Kathmere Capital Management bought 796 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $24.7K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Kathmere Capital Management's portfolio in Q1 2026, its #220 holding.
  • Kathmere Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 17 quarters since.
  • Kathmere Capital Management's Schwab US Large-Cap Growth ETF position peaked at $1.38M in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.