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 Q2	$286K	Sell	8,450 -302	-3%	-$10K	0.05%	259
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Keystone Wealth Services's SCHG Position: Q2 2026 in Review

Keystone Wealth Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q2 2026, selling an estimated $10K and leaving 8,450 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #259.

Keystone Wealth Services first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $357K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Keystone Wealth Services held 8,450 shares of Schwab US Large-Cap Growth ETF worth $286K as of Q2 2026.
Keystone Wealth Services sold 302 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $10K.
Schwab US Large-Cap Growth ETF made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #259 holding.
Keystone Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Keystone Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $357K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.