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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
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

KM Capital Management's SCHG Position: Q3 2025 in Review

KM Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 10,066 shares — an estimated $294K sold.

KM Capital Management first reported a position in SCHG in Q4 2023 and held it in 3 quarters. The position peaked at $454K in Q1 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • KM Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • KM Capital Management sold 10,066 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $294K.
  • KM Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 3 quarters.
  • KM Capital Management's Schwab US Large-Cap Growth ETF position peaked at $454K in Q1 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on KM Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.