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KCM Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KCM Investment 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
Q1 		$1.17M Sell
40,103
-1,100
-3% -$34.2K 0.04% 209
2025
Q4 		$1.34M Buy
41,203
+2,926
+8% +$95.2K 0.04% 196
2025
Q3 		$1.22M Buy
38,277
+7
+0% +$213 0.04% 203
2025
Q2 		$1.12M Buy
38,270
+6,973
+22% +$184K 0.04% 205
2025
Q1 		$784K Sell
31,297
-2,000
-6% -$54.8K 0.03% 223
2024
Q4 		$928K Buy
33,297
+1
+0% +$27 0.03% 210
2024
Q3 		$867K Buy
33,296
+1,472
+5% +$37K 0.03% 219
2024
Q2 		$802K Hold
31,824
– – 0.03% 226
2024
Q1 		$738K Sell
31,824
-2,312
-7% -$51.1K 0.03% 231
2023
Q4 		$708K Hold
34,136
– – 0.03% 228
2023
Q3 		$621K Hold
34,136
– – 0.03% 229
2023
Q2 		$640K Hold
34,136
– – 0.03% 235
2023
Q1 		$556K Buy
34,136
+3,112
+10% +$47.2K 0.02% 257
2022
Q4 		$431K Sell
31,024
-960
-3% -$13.8K 0.02% 279
2022
Q3 		$446K Sell
31,984
-11,196
-26% -$175K 0.02% 265
2022
Q2 		$626K Hold
43,180
– – 0.03% 237
2022
Q1 		$808K Buy
43,180
+7,244
+20% +$132K 0.03% 231
2021
Q4 		$736K Sell
35,936
-600
-2% -$12K 0.03% 243
2021
Q3 		$676K Buy
36,536
+2,368
+7% +$45.1K 0.03% 238
2021
Q2 		$623K Buy
34,168
+10,200
+43% +$176K 0.03% 242
2021
Q1 		$389K Sell
23,968
-2,000
-8% -$32.5K 0.02% 277
2020
Q4 		$417K Hold
25,968
– – 0.02% 257
2020
Q3 		$374K Buy
25,968
+2,432
+10% +$33.9K 0.02% 244
2020
Q2 		$299K Buy
23,536
+640
+3% +$7.46K 0.02% 278
2020
Q1 		$228K Sell
22,896
-3,848
-14% -$43.9K 0.02% 284
2019
Q4 		$311K Buy
+26,744
New +$295K 0.02% 289

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

KCM Investment Advisors's SCHG Position: Q1 2026 in Review

KCM Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q1 2026, selling an estimated $34.2K and leaving 40,103 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #209.

KCM Investment Advisors first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • KCM Investment Advisors held 40,103 shares of Schwab US Large-Cap Growth ETF worth $1.17M as of Q1 2026.
  • KCM Investment Advisors sold 1,100 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $34.2K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of KCM Investment Advisors's portfolio in Q1 2026, its #209 holding.
  • KCM Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • KCM Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.34M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.