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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
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

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Koss-Olinger Consulting's SCHG Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.43% in Q1 2026, selling an estimated $1.4K and leaving 10,540 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #206.

Koss-Olinger Consulting first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Koss-Olinger Consulting held 10,540 shares of Schwab US Large-Cap Growth ETF worth $307K as of Q1 2026.
  • Koss-Olinger Consulting sold 45 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.4K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #206 holding.
  • Koss-Olinger Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Koss-Olinger Consulting's Schwab US Large-Cap Growth ETF position peaked at $345K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.