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

Keyvantage Wealth’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	$8.09M	Sell	277,774 -17,470	-6%	-$543K	3.56%	8
2025 Q4	$9.63M	Sell	295,244 -31,053	-10%	-$1.01M	4.12%	7
2025 Q3	$10.4M	Sell	326,297 -16,529	-5%	-$504K	4.37%	7
2025 Q2	$10M	Sell	342,826 -5,469	-2%	-$145K	4.49%	7
2025 Q1	$8.72M	Sell	348,295 -55,634	-14%	-$1.52M	4.24%	8
2024 Q4	$11.3M	Buy	+403,929	New	+$11M	8.05%	2

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Keyvantage Wealth's SCHG Position: Q1 2026 in Review

Keyvantage Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q1 2026, selling an estimated $543K and leaving 277,774 shares worth $8.09M. The position accounts for 3.56% of the portfolio, ranked #8.

Keyvantage Wealth first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.3M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Keyvantage Wealth held 277,774 shares of Schwab US Large-Cap Growth ETF worth $8.09M as of Q1 2026.
Keyvantage Wealth sold 17,470 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $543K.
Schwab US Large-Cap Growth ETF made up 3.56% of Keyvantage Wealth's portfolio in Q1 2026, its #8 holding.
Keyvantage Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Schwab US Large-Cap Growth ETF position peaked at $11.3M in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.