KFA Private Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KFA Private Wealth Group’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
2025 Q3	–	Sell	-12,479	Closed	-$365K	–	141
2025 Q2	$365K	Buy	12,479 +2	+0%	+$53	0.11%	89
2025 Q1	$312K	Buy	12,477 +4	+0%	+$110	0.11%	82
2024 Q4	$348K	Buy	12,473 +1	+0%	+$27	0.15%	64
2024 Q3	$325K	Sell	12,472 -3,868	-24%	-$97.3K	0.16%	61
2024 Q2	$412K	Sell	16,340 -788	-5%	-$18.6K	0.21%	48
2024 Q1	$397K	Buy	+17,128	New	+$379K	0.12%	72

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

KFA Private Wealth Group's SCHG Position: Q3 2025 in Review

KFA Private Wealth Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 12,479 shares — an estimated $365K sold.

KFA Private Wealth Group first reported a position in SCHG in Q1 2024 and held it in 6 quarters. The position peaked at $412K in Q2 2024. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

KFA Private Wealth Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
KFA Private Wealth Group sold 12,479 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $365K.
KFA Private Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 6 quarters.
KFA Private Wealth Group's Schwab US Large-Cap Growth ETF position peaked at $412K in Q2 2024.
1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on KFA Private Wealth Group's 13F filing for Q3 2025, filed 3 Oct 2025.