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Keystone Financial Group (Kentucky)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.66M Sell
49,167
-1,304
-3% -$43.2K 0.1% 151
2026
Q1 		$1.47M Buy
50,471
+564
+1% +$17.5K 0.1% 154
2025
Q4 		$1.63M Sell
49,907
-3,293
-6% -$107K 0.12% 124
2025
Q3 		$1.7M Sell
53,200
-1,187
-2% -$36.2K 0.13% 111
2025
Q2 		$1.59M Sell
54,387
-8,198
-13% -$217K 0.14% 106
2025
Q1 		$1.57M Sell
62,585
-2,992
-5% -$81.9K 0.16% 102
2024
Q4 		$1.83M Sell
65,577
-6,707
-9% -$183K 0.18% 98
2024
Q3 		$1.88M Buy
+72,284
New +$1.82M 0.24% 77
2024
Q2 		– Sell
-77,016
Closed -$1.79M – 275
2024
Q1 		$1.79M Sell
77,016
-4,292
-5% -$94.9K 0.26% 73
2023
Q4 		$1.69M Sell
81,308
-3,532
-4% -$68.3K 0.29% 68
2023
Q3 		$1.54M Sell
84,840
-3,208
-4% -$60.4K 0.26% 74
2023
Q2 		$1.65M Buy
+88,048
New +$1.51M 0.28% 69
2022
Q4 		$1.38M Sell
99,692
-68
-0.1% -$978 0.27% 76
2022
Q3 		$1.39M Sell
99,760
-440
-0.4% -$6.89K 0.28% 78
2022
Q2 		$1.45M Sell
100,200
-332
-0.3% -$5.31K 0.29% 80
2022
Q1 		$1.88M Sell
100,532
-1,132
-1% -$20.6K 0.32% 71
2021
Q4 		$2.08M Sell
101,664
-28,936
-22% -$578K 0.34% 65
2021
Q3 		$2.42M Sell
130,600
-344
-0.3% -$6.55K 0.44% 55
2021
Q2 		$2.39M Sell
130,944
-3,536
-3% -$61.2K 0.43% 55
2021
Q1 		$2.18M Sell
134,480
-6,976
-5% -$114K 0.43% 57
2020
Q4 		$2.27M Buy
141,456
+5,400
+4% +$81.9K 0.47% 51
2020
Q3 		$1.96M Sell
136,056
-8,632
-6% -$120K 0.48% 51
2020
Q2 		$1.84M Buy
144,688
+7,704
+6% +$89.8K 0.5% 51
2020
Q1 		$1.36M Buy
136,984
+104,344
+320% +$1.19M 0.45% 52
2019
Q4 		$379K Buy
32,640
+5,728
+21% +$63.1K 0.1% 151
2019
Q3 		$283K Sell
26,912
-4,512
-14% -$47.6K 0.09% 178
2019
Q2 		$327K Buy
31,424
+2,168
+7% +$22K 0.11% 158
2019
Q1 		$290K Sell
29,256
-2,192
-7% -$20.7K 0.1% 164
2018
Q4 		$271K Buy
31,448
+5,560
+21% +$51.8K 0.12% 146
2018
Q3 		$266K Sell
25,888
-1,152
-4% -$11.5K 0.11% 157
2018
Q2 		$257K Buy
+27,040
New +$252K 0.14% 132

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SCHG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q2 2026, selling an estimated $43.2K and leaving 49,167 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #151.

Keystone Financial Group (Kentucky) first reported a position in SCHG in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.42M in Q3 2021. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 49,167 shares of Schwab US Large-Cap Growth ETF worth $1.66M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 1,304 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $43.2K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #151 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s Schwab US Large-Cap Growth ETF position peaked at $2.42M in Q3 2021.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.