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 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

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

KMG Fiduciary Partners's SCHG Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.85% in Q2 2026, selling an estimated $32K and leaving 112,454 shares worth $3.81M. The position accounts for 0.35% of the portfolio, ranked #65.

KMG Fiduciary Partners first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

KMG Fiduciary Partners held 112,454 shares of Schwab US Large-Cap Growth ETF worth $3.81M as of Q2 2026.
KMG Fiduciary Partners sold 966 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $32K.
Schwab US Large-Cap Growth ETF made up 0.35% of KMG Fiduciary Partners's portfolio in Q2 2026, its #65 holding.
KMG Fiduciary Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.