KIG
SCHG icon

Kessler Investment Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kessler Investment Group’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
Q3 		– Sell
-232
Closed -$6.78K – 178
2025
Q2 		$6.78K Hold
232
– – ﹤0.01% 148
2025
Q1 		$5.81K Buy
+232
New +$6.35K ﹤0.01% 159
2024
Q4 		– Sell
-48
Closed -$1.25K – 190
2024
Q3 		$1.25K Hold
48
– – ﹤0.01% 160
2024
Q2 		$1.21K Hold
48
– – ﹤0.01% 168
2024
Q1 		$1.11K Buy
+48
New +$1.06K ﹤0.01% 162
2022
Q1 		– Sell
-1,592
Closed -$33K – 196
2021
Q4 		$33K Buy
+1,592
New +$31.8K 0.02% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Kessler Investment Group's SCHG Position: Q3 2025 in Review

Kessler Investment Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 232 shares — an estimated $6.78K sold.

Kessler Investment Group first reported a position in SCHG in Q4 2021 and held it in 6 quarters. The position peaked at $33K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Kessler Investment Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 232 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $6.78K.
  • Kessler Investment Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 6 quarters.
  • Kessler Investment Group's Schwab US Large-Cap Growth ETF position peaked at $33K in Q4 2021.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.