KeyBank National Association
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KeyBank National Association’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KeyBank National Association’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 		$430K Sell
14,748
-400
-3% -$12.4K ﹤0.01% 887
2025
Q4 		$494K Buy
15,148
+2,742
+22% +$89.2K ﹤0.01% 818
2025
Q3 		$396K Buy
12,406
+150
+1% +$4.57K ﹤0.01% 895
2025
Q2 		$358K Sell
12,256
-752
-6% -$19.9K ﹤0.01% 908
2025
Q1 		$326K Sell
13,008
-1,736
-12% -$47.5K ﹤0.01% 935
2024
Q4 		$411K Hold
14,744
– – ﹤0.01% 873
2024
Q3 		$384K Hold
14,744
– – ﹤0.01% 892
2024
Q2 		$372K Sell
14,744
-1,456
-9% -$34.3K ﹤0.01% 853
2024
Q1 		$376K Sell
16,200
-25,384
-61% -$561K ﹤0.01% 869
2023
Q4 		$862K Buy
41,584
+22,664
+120% +$438K ﹤0.01% 569
2023
Q3 		$344K Sell
18,920
-11,124
-37% -$209K ﹤0.01% 829
2023
Q2 		$563K Sell
30,044
-1,928
-6% -$33.1K ﹤0.01% 664
2023
Q1 		$521K Buy
31,972
+5,580
+21% +$84.7K ﹤0.01% 683
2022
Q4 		$367K Hold
26,392
– – ﹤0.01% 799
2022
Q3 		$368K Hold
26,392
– – ﹤0.01% 768
2022
Q2 		$383K Sell
26,392
-1,600
-6% -$25.6K ﹤0.01% 785
2022
Q1 		$524K Buy
27,992
+752
+3% +$13.7K ﹤0.01% 704
2021
Q4 		$558K Sell
27,240
-64
-0.2% -$1.28K ﹤0.01% 770
2021
Q3 		$505K Buy
27,304
+64
+0.2% +$1.22K ﹤0.01% 793
2021
Q2 		$497K Hold
27,240
– – ﹤0.01% 793
2021
Q1 		$442K Hold
27,240
– – ﹤0.01% 829
2020
Q4 		$437K Hold
27,240
– – ﹤0.01% 808
2020
Q3 		$392K Hold
27,240
– – ﹤0.01% 758
2020
Q2 		$346K Hold
27,240
– – ﹤0.01% 777
2020
Q1 		$271K Hold
27,240
– – ﹤0.01% 789
2019
Q4 		$316K Hold
27,240
– – ﹤0.01% 846
2019
Q3 		$286K Hold
27,240
– – ﹤0.01% 854
2019
Q2 		$283K Hold
27,240
– – ﹤0.01% 880
2019
Q1 		$270K Buy
+27,240
New +$258K ﹤0.01% 853

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

KeyBank National Association's SCHG Position: Q1 2026 in Review

KeyBank National Association reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q1 2026, selling an estimated $12.4K and leaving 14,748 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

KeyBank National Association first reported a position in SCHG in Q1 2019 and has held it in 29 quarters since. The position peaked at $862K in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • KeyBank National Association held 14,748 shares of Schwab US Large-Cap Growth ETF worth $430K as of Q1 2026.
  • KeyBank National Association sold 400 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $12.4K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q1 2026, its #887 holding.
  • KeyBank National Association first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • KeyBank National Association's Schwab US Large-Cap Growth ETF position peaked at $862K in Q4 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.