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Kestra Private Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kestra Private Wealth Services’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 		$4.96M Buy
170,364
+6,891
+4% +$214K 0.06% 322
2025
Q4 		$5.33M Buy
163,473
+5,681
+4% +$185K 0.07% 299
2025
Q3 		$5.04M Buy
157,792
+3,539
+2% +$108K 0.07% 300
2025
Q2 		$4.51M Sell
154,253
-3,173
-2% -$83.9K 0.06% 291
2025
Q1 		$3.94M Buy
157,426
+133,511
+558% +$3.66M 0.07% 296
2024
Q4 		$667K Sell
23,915
-7,877
-25% -$215K 0.01% 804
2024
Q3 		$828K Buy
31,792
+7,612
+31% +$192K 0.02% 673
2024
Q2 		$610K Sell
24,180
-136
-0.6% -$3.21K 0.01% 752
2024
Q1 		$564K Sell
24,316
-5,016
-17% -$111K 0.01% 753
2023
Q4 		$608K Buy
29,332
+14,324
+95% +$277K 0.02% 664
2023
Q3 		$273K Buy
15,008
+348
+2% +$6.55K 0.01% 904
2023
Q2 		$275K Buy
+14,660
New +$251K 0.01% 848

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

Kestra Private Wealth Services's SCHG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q1 2026, buying an estimated $214K and bringing the position to 170,364 shares worth $4.96M. The position accounts for 0.06% of the portfolio, ranked #322.

Kestra Private Wealth Services first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.33M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Kestra Private Wealth Services held 170,364 shares of Schwab US Large-Cap Growth ETF worth $4.96M as of Q1 2026.
  • Kestra Private Wealth Services bought 6,891 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $214K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #322 holding.
  • Kestra Private Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Kestra Private Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $5.33M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.