KNFPWM
SCHG icon

Keeler & Nadler Financial Planning & Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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
Q2 		$29.2M Buy
862,230
+16,753
+2% +$555K 8.28% 2
2026
Q1 		$24.6M Buy
845,477
+14,941
+2% +$464K 8.36% 2
2025
Q4 		$27.1M Buy
830,536
+25,751
+3% +$838K 9.39% 1
2025
Q3 		$25.7M Buy
804,785
+29,898
+4% +$911K 9.41% 1
2025
Q2 		$22.6M Buy
774,887
+38,446
+5% +$1.02M 9.06% 1
2025
Q1 		$18.4M Buy
736,441
+45,879
+7% +$1.26M 8.31% 2
2024
Q4 		$19.2M Buy
690,562
+30,254
+5% +$827K 9.02% 2
2024
Q3 		$17.2M Buy
660,308
+25,056
+4% +$631K 8.38% 2
2024
Q2 		$16M Buy
635,252
+63,244
+11% +$1.49M 8.8% 1
2024
Q1 		$13.3M Buy
572,008
+63,660
+13% +$1.41M 7.96% 3
2023
Q4 		$10.5M Buy
+508,348
New +$9.83M 7.62% 4
2022
Q4 		$5.09M Buy
+366,768
New +$5.27M 4.62% 9
2021
Q4 		$4.87M Buy
+237,888
New +$4.75M 4.48% 7

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SCHG Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q2 2026, buying an estimated $555K and bringing the position to 862,230 shares worth $29.2M. The position accounts for 8.28% of the portfolio, ranked #2.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 13 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 862,230 shares of Schwab US Large-Cap Growth ETF worth $29.2M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 16,753 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $555K.
  • Schwab US Large-Cap Growth ETF made up 8.28% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.