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Keudell/Morrison Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keudell/Morrison 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 		$6.66M Buy
196,784
+5,041
+3% +$167K 1.26% 18
2026
Q1 		$5.59M Buy
191,743
+8,918
+5% +$277K 1.14% 19
2025
Q4 		$5.96M Buy
+182,825
New +$5.95M 1.25% 17
2025
Q2 		$4.96M Buy
169,894
+3,727
+2% +$98.5K 1.1% 16
2025
Q1 		$4.16M Buy
166,167
+27,523
+20% +$754K 0.98% 22
2024
Q4 		$3.86M Buy
138,644
+6,572
+5% +$180K 1.01% 21
2024
Q3 		$3.44M Buy
132,072
+13,732
+12% +$346K 0.93% 21
2024
Q2 		$2.98M Buy
118,340
+9,620
+9% +$227K 0.87% 24
2024
Q1 		$2.52M Buy
108,720
+10,812
+11% +$239K 0.76% 28
2023
Q4 		$2.03M Buy
97,908
+2,740
+3% +$53K 0.67% 28
2023
Q3 		$1.73M Buy
95,168
+11,332
+14% +$213K 0.53% 33
2023
Q2 		$1.57M Buy
83,836
+9,472
+13% +$162K 0.45% 39
2023
Q1 		$1.21M Sell
74,364
-4,700
-6% -$71.3K 0.36% 52
2022
Q4 		$1.1M Sell
79,064
-51,968
-40% -$747K 0.35% 50
2022
Q3 		$1.83M Buy
+131,032
New +$2.05M 0.68% 27

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Keudell/Morrison Wealth Management's SCHG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q2 2026, buying an estimated $167K and bringing the position to 196,784 shares worth $6.66M. The position accounts for 1.26% of the portfolio, ranked #18.

Keudell/Morrison Wealth Management first reported a position in SCHG in Q3 2022 and has held it in 15 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Keudell/Morrison Wealth Management held 196,784 shares of Schwab US Large-Cap Growth ETF worth $6.66M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 5,041 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $167K.
  • Schwab US Large-Cap Growth ETF made up 1.26% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Keudell/Morrison Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.