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 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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Keystone Global Partners's SCHG Position: Q2 2026 in Review

Keystone Global Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.9% in Q2 2026, buying an estimated $1.67M and bringing the position to 560,288 shares worth $19M. The position accounts for 7.17% of the portfolio, ranked #4.

Keystone Global Partners first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.8M in Q4 2025. 412 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Keystone Global Partners held 560,288 shares of Schwab US Large-Cap Growth ETF worth $19M as of Q2 2026.
Keystone Global Partners bought 50,518 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.67M.
Schwab US Large-Cap Growth ETF made up 7.17% of Keystone Global Partners's portfolio in Q2 2026, its #4 holding.
Keystone Global Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Global Partners's Schwab US Large-Cap Growth ETF position peaked at $22.8M in Q4 2025.
412 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.