KWS
SCHG icon

Keystone Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keystone Wealth Services’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 		$255K Sell
8,752
-2,179
-20% -$67.7K 0.05% 264
2025
Q4 		$357K Buy
10,931
+3,197
+41% +$104K 0.08% 190
2025
Q3 		$247K Buy
7,734
+373
+5% +$11.4K 0.05% 262
2025
Q2 		$215K Buy
+7,361
New +$195K 0.05% 264
2025
Q1 		– Sell
-7,246
Closed -$202K – 272
2024
Q4 		$202K Buy
+7,246
New +$198K 0.05% 250

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

Keystone Wealth Services's SCHG Position: Q1 2026 in Review

Keystone Wealth Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q1 2026, selling an estimated $67.7K and leaving 8,752 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #264.

Keystone Wealth Services first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Keystone Wealth Services held 8,752 shares of Schwab US Large-Cap Growth ETF worth $255K as of Q1 2026.
  • Keystone Wealth Services sold 2,179 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $67.7K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Keystone Wealth Services's portfolio in Q1 2026, its #264 holding.
  • Keystone Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Keystone Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $357K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.