Keystone Global Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keystone Global Partners’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 Q3	$22.2M	Buy	616,945 +56,657	+10%	+$1.99M	7.96%	3
2026 Q2	$19M	Buy	560,288 +50,518	+10%	+$1.67M	7.17%	4
2026 Q1	$14.8M	Sell	509,770 -189,062	-27%	-$5.88M	6.59%	5
2025 Q4	$22.8M	Buy	698,832 +125,144	+22%	+$4.07M	10.03%	1
2025 Q3	$18.3M	Buy	573,688 +66,040	+13%	+$2.01M	9.33%	2
2025 Q2	$14.8M	Buy	507,648 +84,863	+20%	+$2.24M	8.08%	2
2025 Q1	$10.6M	Buy	+422,785	New	+$11.6M	7.42%	3

Other funds holding SCHG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Keystone Global Partners's SCHG Position: Q3 2026 in Review

Keystone Global Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q3 2026, buying an estimated $1.99M and bringing the position to 616,945 shares worth $22.2M. The position accounts for 7.96% of the portfolio, ranked #3.

Keystone Global Partners first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.8M in Q4 2025. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Keystone Global Partners held 616,945 shares of Schwab US Large-Cap Growth ETF worth $22.2M as of Q3 2026.
Keystone Global Partners bought 56,657 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.99M.
Schwab US Large-Cap Growth ETF made up 7.96% of Keystone Global Partners's portfolio in Q3 2026, its #3 holding.
Keystone Global Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's Schwab US Large-Cap Growth ETF position peaked at $22.8M in Q4 2025.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.