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Keener Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-108
Closed -$3K – 175
2025
Q3 		$3K Sell
108
-1,877
-95% -$57.2K ﹤0.01% 193
2025
Q2 		$57K Buy
1,985
+1,877
+1,738% +$49.6K 0.03% 93
2025
Q1 		$2K Hold
108
– – ﹤0.01% 165
2024
Q4 		$3K Buy
+108
New +$2.95K ﹤0.01% 164

Other funds holding SCHG

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Keener Financial Planning's SCHG Position: Q4 2025 in Review

Keener Financial Planning sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 108 shares — an estimated $3K sold.

Keener Financial Planning first reported a position in SCHG in Q4 2024 and held it in 4 quarters. The position peaked at $57K in Q2 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Keener Financial Planning reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 108 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $3K.
  • Keener Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
  • Keener Financial Planning's Schwab US Large-Cap Growth ETF position peaked at $57K in Q2 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.