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Key Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Key Capital 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 		$4.49K Sell
133
-75
-36% -$2.48K ﹤0.01% 449
2026
Q1 		$6.05K Buy
208
+156
+300% +$4.85K ﹤0.01% 361
2025
Q4 		$1.7K Buy
+52
New +$1.69K ﹤0.01% 402

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Key Capital Management's SCHG Position: Q2 2026 in Review

Key Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 36% in Q2 2026, selling an estimated $2.48K and leaving 133 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Key Capital Management first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.05K in Q1 2026. 1,113 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Key Capital Management held 133 shares of Schwab US Large-Cap Growth ETF worth $4.49K as of Q2 2026.
  • Key Capital Management sold 75 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.48K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #449 holding.
  • Key Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Schwab US Large-Cap Growth ETF position peaked at $6.05K in Q1 2026.
  • 1,113 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.