Key Financial Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Key Financial Inc’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	$84.4K	Buy	2,495 +1,574	+171%	+$52.2K	0.01%	454
2026 Q1	$26.8K	Hold	921	–	–	﹤0.01%	664
2025 Q4	$30K	Sell	921 -216	-19%	-$7.03K	0.01%	637
2025 Q3	$36.5K	Sell	1,137 -96	-8%	-$2.93K	0.01%	581
2025 Q2	$36K	Buy	1,233 +737	+149%	+$19.5K	0.01%	562
2025 Q1	$12.4K	Hold	496	–	–	﹤0.01%	767
2024 Q4	$13.8K	Hold	496	–	–	﹤0.01%	745
2024 Q3	$12.9K	Hold	496	–	–	﹤0.01%	733
2024 Q2	$12.5K	Buy	496 +96	+24%	+$2.27K	﹤0.01%	721
2024 Q1	$9.27K	Hold	400	–	–	﹤0.01%	783
2023 Q4	$8.3K	Hold	400	–	–	﹤0.01%	793
2023 Q3	$7.27K	Hold	400	–	–	﹤0.01%	807
2023 Q2	$7.5K	Hold	400	–	–	﹤0.01%	804
2023 Q1	$6.52K	Hold	400	–	–	﹤0.01%	767
2022 Q4	$5.58K	Hold	400	–	–	﹤0.01%	770
2022 Q3	$6K	Buy	+400	New	+$6.27K	﹤0.01%	764

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Key Financial Inc's SCHG Position: Q2 2026 in Review

Key Financial Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 171% in Q2 2026, buying an estimated $52.2K and bringing the position to 2,495 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #454.

Key Financial Inc first reported a position in SCHG in Q3 2022 and has held it in 16 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Key Financial Inc held 2,495 shares of Schwab US Large-Cap Growth ETF worth $84.4K as of Q2 2026.
Key Financial Inc bought 1,574 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $52.2K.
Schwab US Large-Cap Growth ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #454 holding.
Key Financial Inc first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.