KMG Fiduciary Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KMG Fiduciary Partners’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 Q3	–	Sell	-112,454	Closed	-$3.81M	–	205
2026 Q2	$3.81M	Sell	112,454 -966	-0.9%	-$32K	0.35%	65
2026 Q1	$3.3M	Buy	113,420 +3,552	+3%	+$110K	0.24%	101
2025 Q4	$3.58M	Buy	109,868 +492	+0.4%	+$16K	0.25%	91
2025 Q3	$3.49M	Sell	109,376 -12,207	-10%	-$372K	0.23%	102
2025 Q2	$3.55M	Buy	121,583 +12,218	+11%	+$323K	0.26%	90
2025 Q1	$2.74M	Sell	109,365 -2,745	-2%	-$75.2K	0.23%	100
2024 Q4	$3.12M	Buy	112,110 +8,962	+9%	+$245K	0.26%	91
2024 Q3	$2.69M	Buy	+103,148	New	+$2.6M	0.23%	99

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

KMG Fiduciary Partners's SCHG Position: Q3 2026 in Review

KMG Fiduciary Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026, closing a stake of 112,454 shares — an estimated $3.81M sold.

KMG Fiduciary Partners first reported a position in SCHG in Q3 2024 and held it in 8 quarters. The position peaked at $3.81M in Q2 2026. 188 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

KMG Fiduciary Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 112,454 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3.81M.
KMG Fiduciary Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 8 quarters.
KMG Fiduciary Partners's Schwab US Large-Cap Growth ETF position peaked at $3.81M in Q2 2026.
188 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.