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

Kingsview Wealth Management’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 		$14.6M Sell
432,416
-14,519
-3% -$481K 0.18% 105
2026
Q1 		$13M Sell
446,935
-22,492
-5% -$699K 0.18% 109
2025
Q4 		$15.3M Sell
469,427
-34,451
-7% -$1.12M 0.22% 88
2025
Q3 		$16.1M Buy
503,878
+7,674
+2% +$234K 0.25% 78
2025
Q2 		$14.5M Buy
496,204
+33,435
+7% +$884K 0.25% 71
2025
Q1 		$11.6M Buy
462,769
+41,128
+10% +$1.13M 0.22% 89
2024
Q4 		$11.8M Buy
421,641
+57,821
+16% +$1.58M 0.23% 80
2024
Q3 		$9.48M Buy
363,820
+57,712
+19% +$1.45M 0.2% 96
2024
Q2 		$7.72M Buy
306,108
+22,596
+8% +$533K 0.18% 124
2024
Q1 		$6.57M Buy
283,512
+36,200
+15% +$801K 0.16% 138
2023
Q4 		$5.13M Buy
247,312
+7,336
+3% +$142K 0.15% 152
2023
Q3 		$4.36M Buy
239,976
+62,140
+35% +$1.17M 0.16% 154
2023
Q2 		$3.33M Sell
177,836
-28,140
-14% -$482K 0.13% 170
2023
Q1 		$3.36M Sell
205,976
-13,388
-6% -$203K 0.14% 164
2022
Q4 		$3.05M Sell
219,364
-8,008
-4% -$115K 0.13% 181
2022
Q3 		$3.17M Sell
227,372
-6,964
-3% -$109K 0.15% 155
2022
Q2 		$3.4M Buy
234,336
+352
+0.2% +$5.63K 0.16% 146
2022
Q1 		$4.38M Buy
233,984
+12,880
+6% +$235K 0.19% 124
2021
Q4 		$4.53M Sell
221,104
-752
-0.3% -$15K 0.19% 120
2021
Q3 		$4.11M Buy
221,856
+27,456
+14% +$523K 0.19% 119
2021
Q2 		$3.56M Sell
194,400
-15,624
-7% -$270K 0.18% 131
2021
Q1 		$3.47M Sell
210,024
-18,528
-8% -$301K 0.2% 119
2020
Q4 		$3.67M Sell
228,552
-14,832
-6% -$225K 0.27% 91
2020
Q3 		$3.5M Sell
243,384
-14,624
-6% -$204K 0.31% 78
2020
Q2 		$3.27M Sell
258,008
-354,208
-58% -$4.13M 0.33% 76
2020
Q1 		$6.09M Buy
612,216
+4,640
+0.8% +$52.9K 0.82% 24
2019
Q4 		$7.06M Buy
607,576
+122,320
+25% +$1.35M 0.88% 16
2019
Q3 		$5.1M Buy
485,256
+67,648
+16% +$713K 0.8% 24
2019
Q2 		$4.34M Sell
417,608
-1,193,136
-74% -$12.1M 0.73% 31
2019
Q1 		$16M Buy
1,610,744
+960
+0.1% +$9.08K 2.43% 3
2018
Q4 		$13.9M Buy
1,609,784
+163,552
+11% +$1.52M 3.03% 1
2018
Q3 		$14.8M Buy
1,446,232
+149,840
+12% +$1.49M 3.01% 1
2018
Q2 		$12.3M Buy
1,296,392
+517,144
+66% +$4.81M 2.93% 1
2018
Q1 		$6.99M Buy
779,248
+101,832
+15% +$939K 1.74% 6
2017
Q4 		$5.99M Buy
677,416
+305,496
+82% +$2.63M 2.14% 2
2017
Q3 		$3.07M Buy
371,920
+119,056
+47% +$966K 1.35% 12
2017
Q2 		$2M Buy
252,864
+87,184
+53% +$679K 1.03% 19
2017
Q1 		$1.25M Buy
+165,680
New +$1.22M 0.74% 35

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingsview Wealth Management's SCHG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.2% in Q2 2026, selling an estimated $481K and leaving 432,416 shares worth $14.6M. The position accounts for 0.18% of the portfolio, ranked #105.

Kingsview Wealth Management first reported a position in SCHG in Q1 2017 and has held it in 38 quarters since. The position peaked at $16.1M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Kingsview Wealth Management held 432,416 shares of Schwab US Large-Cap Growth ETF worth $14.6M as of Q2 2026.
  • Kingsview Wealth Management sold 14,519 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $481K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Kingsview Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Kingsview Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $16.1M in Q3 2025.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.