Kennebec Savings Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kennebec Savings Bank’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	$178K	Hold	5,248	–	–	0.14%	106
2026 Q1	$153K	Buy	5,248 +5	+0.1%	+$155	0.14%	96
2025 Q4	$171K	Sell	5,243 -55	-1%	-$1.79K	0.15%	99
2025 Q3	$169K	Buy	5,298 +328	+7%	+$10K	0.15%	95
2025 Q2	$145K	Buy	4,970 +682	+16%	+$18K	0.14%	100
2025 Q1	$107K	Sell	4,288 -12	-0.3%	-$329	0.11%	108
2024 Q4	$119K	Hold	4,300	–	–	0.12%	108
2024 Q3	$112K	Buy	+4,300	New	+$108K	0.11%	108

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Kennebec Savings Bank's SCHG Position: Q2 2026 in Review

Kennebec Savings Bank held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 5,248 shares worth $178K. The position accounts for 0.14% of the portfolio, ranked #106.

Kennebec Savings Bank first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Kennebec Savings Bank held 5,248 shares of Schwab US Large-Cap Growth ETF worth $178K as of Q2 2026.
Kennebec Savings Bank left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.14% of Kennebec Savings Bank's portfolio in Q2 2026, its #106 holding.
Kennebec Savings Bank first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.