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 Q2	$9.21M	Sell	272,139 -5,635	-2%	-$187K	3.48%	9
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

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

Keyvantage Wealth's SCHG Position: Q2 2026 in Review

Keyvantage Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q2 2026, selling an estimated $187K and leaving 272,139 shares worth $9.21M. The position accounts for 3.48% of the portfolio, ranked #9.

Keyvantage Wealth first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Keyvantage Wealth held 272,139 shares of Schwab US Large-Cap Growth ETF worth $9.21M as of Q2 2026.
Keyvantage Wealth sold 5,635 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $187K.
Schwab US Large-Cap Growth ETF made up 3.48% of Keyvantage Wealth's portfolio in Q2 2026, its #9 holding.
Keyvantage Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's Schwab US Large-Cap Growth ETF position peaked at $11.3M in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.