Koss-Olinger Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-10,540	Closed	-$307K	–	240
2026 Q1	$307K	Sell	10,540 -45	-0.4%	-$1.4K	0.03%	206
2025 Q4	$345K	Buy	10,585 +540	+5%	+$17.6K	0.03%	204
2025 Q3	$293K	Hold	10,045	–	–	0.02%	268
2025 Q2	$293K	Buy	10,045 +45	+0.5%	+$1.19K	0.02%	270
2025 Q1	$250K	Hold	10,000	–	–	0.02%	274
2024 Q4	$279K	Hold	10,000	–	–	0.02%	161
2024 Q3	$260K	Buy	+10,000	New	+$252K	0.02%	240

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

Koss-Olinger Consulting's SCHG Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 10,540 shares — an estimated $307K sold.

Koss-Olinger Consulting first reported a position in SCHG in Q3 2024 and held it in 7 quarters. The position peaked at $345K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Koss-Olinger Consulting reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 10,540 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $307K.
Koss-Olinger Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 7 quarters.
Koss-Olinger Consulting's Schwab US Large-Cap Growth ETF position peaked at $345K in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.