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Keel Point’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keel Point’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 		$1.27M Sell
43,673
-721
-2% -$22.4K 0.08% 141
2025
Q4 		$1.45M Sell
44,394
-2,042
-4% -$66.4K 0.09% 140
2025
Q3 		$1.48M Sell
46,436
-1,985
-4% -$60.5K 0.09% 141
2025
Q2 		$1.41M Buy
48,421
+11
+0% +$291 0.09% 145
2025
Q1 		$1.21M Buy
48,410
+7
+0% +$192 0.09% 134
2024
Q4 		$1.35M Sell
48,403
-1,837
-4% -$50.2K 0.11% 123
2024
Q3 		$1.31M Buy
50,240
+1,260
+3% +$31.7K 0.11% 131
2024
Q2 		$1.21M Buy
48,980
+1,488
+3% +$35.1K 0.11% 136
2024
Q1 		$1.1M Buy
47,492
+14,228
+43% +$315K 0.11% 125
2023
Q4 		$690K Buy
33,264
+6,680
+25% +$129K 0.08% 148
2023
Q3 		$483K Sell
26,584
-1,656
-6% -$31.2K 0.07% 167
2023
Q2 		$529K Sell
28,240
-9,412
-25% -$161K 0.07% 158
2023
Q1 		$613K Sell
37,652
-592
-2% -$8.98K 0.09% 144
2022
Q4 		$531K Sell
38,244
-72,920
-66% -$1.05M 0.08% 154
2022
Q3 		$1.55M Buy
111,164
+60,996
+122% +$956K 0.27% 69
2022
Q2 		$852K Buy
+50,168
New +$802K 0.13% 110

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

Keel Point's SCHG Position: Q1 2026 in Review

Keel Point reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q1 2026, selling an estimated $22.4K and leaving 43,673 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #141.

Keel Point first reported a position in SCHG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q3 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Keel Point held 43,673 shares of Schwab US Large-Cap Growth ETF worth $1.27M as of Q1 2026.
  • Keel Point sold 721 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $22.4K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Keel Point's portfolio in Q1 2026, its #141 holding.
  • Keel Point first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Keel Point's Schwab US Large-Cap Growth ETF position peaked at $1.55M in Q3 2022.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.