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 Q2	$501K	Buy	14,798 +50	+0.3%	+$1.66K	﹤0.01%	922
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

KeyBank National Association's SCHG Position: Q2 2026 in Review

KeyBank National Association increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.34% in Q2 2026, buying an estimated $1.66K and bringing the position to 14,798 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

KeyBank National Association first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. The position peaked at $862K in Q4 2023. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

KeyBank National Association held 14,798 shares of Schwab US Large-Cap Growth ETF worth $501K as of Q2 2026.
KeyBank National Association bought 50 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.66K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #922 holding.
KeyBank National Association first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
KeyBank National Association's Schwab US Large-Cap Growth ETF position peaked at $862K in Q4 2023.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.