KCPG
SCHG icon

Kavar Capital Partners Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kavar Capital Partners Group’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 		$356K Buy
10,515
+619
+6% +$20.5K 0.04% 158
2026
Q1 		$288K Buy
9,896
+5
+0.1% +$155 0.04% 173
2025
Q4 		$323K Buy
9,891
+4
+0% +$130 0.04% 146
2025
Q3 		$315K Buy
9,887
+9
+0.1% +$274 0.04% 151
2025
Q2 		$289K Buy
9,878
+8
+0.1% +$212 0.04% 158
2025
Q1 		$247K Sell
9,870
-14
-0.1% -$383 0.04% 159
2024
Q4 		$275K Buy
9,884
+160
+2% +$4.38K 0.05% 143
2024
Q3 		$253K Buy
9,724
+8
+0.1% +$201 0.04% 157
2024
Q2 		$245K Hold
9,716
– – 0.04% 144
2024
Q1 		$225K Buy
+9,716
New +$215K 0.04% 152
2021
Q4 		– Sell
-11,056
Closed -$205K – 170
2021
Q3 		$205K Sell
11,056
-4,400
-28% -$83.8K 0.05% 164
2021
Q2 		$282K Sell
15,456
-1,416
-8% -$24.5K 0.07% 132
2021
Q1 		$274K Hold
16,872
– – 0.07% 123
2020
Q4 		$271K Buy
+16,872
New +$256K 0.08% 132
2019
Q3 		– Sell
-6,576
Closed -$68K – 387
2019
Q2 		$68K Buy
+6,576
New +$66.9K 0.03% 197
2018
Q3 		– Sell
-5,600
Closed -$53K – 329
2018
Q2 		$53K Hold
5,600
– – 0.03% 183
2018
Q1 		$50K Buy
+5,600
New +$51.6K 0.03% 187
2016
Q1 		– Sell
-5,600
Closed -$36K – 339
2015
Q4 		$36K Buy
+5,600
New +$37.4K 0.02% 190

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

Kavar Capital Partners Group's SCHG Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q2 2026, buying an estimated $20.5K and bringing the position to 10,515 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #158.

Kavar Capital Partners Group first reported a position in SCHG in Q4 2015 and has held it in 18 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Kavar Capital Partners Group held 10,515 shares of Schwab US Large-Cap Growth ETF worth $356K as of Q2 2026.
  • Kavar Capital Partners Group bought 619 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $20.5K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Kavar Capital Partners Group's portfolio in Q2 2026, its #158 holding.
  • Kavar Capital Partners Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 18 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.