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

Kingswood Wealth Advisors’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	$28.2M	Sell	833,309 -2,286	-0.3%	-$75.8K	1.14%	11
2026 Q1	$24.3M	Sell	835,595 -176,800	-17%	-$5.5M	1.16%	11
2025 Q4	$33M	Sell	1,012,395 -48,325	-5%	-$1.57M	1.6%	8
2025 Q3	$33.8M	Buy	1,060,720 +244,102	+30%	+$7.44M	2.05%	5
2025 Q2	$23.9M	Buy	816,618 +65,414	+9%	+$1.73M	1.88%	7
2025 Q1	$18.8M	Buy	751,204 +13,483	+2%	+$369K	1.72%	7
2024 Q4	$20.6M	Buy	737,721 +193,193	+35%	+$5.28M	1.54%	9
2024 Q3	$14.2M	Buy	544,528 +335,216	+160%	+$8.44M	1.01%	11
2024 Q2	$5.28M	Buy	209,312 +23,680	+13%	+$559K	0.48%	34
2024 Q1	$4.3M	Buy	+185,632	New	+$4.11M	0.5%	31
2023 Q4	–	Sell	-70,088	Closed	-$1.27M	–	666
2023 Q3	$1.27M	Buy	+70,088	New	+$1.32M	0.22%	119

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

Kingswood Wealth Advisors's SCHG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.27% in Q2 2026, selling an estimated $75.8K and leaving 833,309 shares worth $28.2M. The position accounts for 1.14% of the portfolio, ranked #11.

Kingswood Wealth Advisors first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $33.8M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Kingswood Wealth Advisors held 833,309 shares of Schwab US Large-Cap Growth ETF worth $28.2M as of Q2 2026.
Kingswood Wealth Advisors sold 2,286 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $75.8K.
Schwab US Large-Cap Growth ETF made up 1.14% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Kingswood Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $33.8M in Q3 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.