KM Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KM Capital 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	$210K	Buy	+6,207	New	+$206K	0.1%	47
2025 Q3	–	Sell	-10,066	Closed	-$294K	–	57
2025 Q2	$294K	Sell	10,066 -8,048	-44%	-$213K	0.15%	50
2025 Q1	$454K	Buy	+18,114	New	+$496K	0.24%	39
2024 Q1	–	Sell	-9,988	Closed	-$207K	–	48
2023 Q4	$207K	Buy	+9,988	New	+$193K	0.12%	46

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

KM Capital Management's SCHG Position: Q2 2026 in Review

KM Capital Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,207 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #47 among its holdings. This is a return to the name: KM Capital Management previously reported a position in SCHG as recently as Q2 2025.

KM Capital Management first reported a position in SCHG in Q4 2023 and has held it in 4 quarters since. The position peaked at $454K in Q1 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

KM Capital Management held 6,207 shares of Schwab US Large-Cap Growth ETF worth $210K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new KM Capital Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.1% of KM Capital Management's portfolio in Q2 2026, its #47 holding.
KM Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
KM Capital Management's Schwab US Large-Cap Growth ETF position peaked at $454K in Q1 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.