KPP Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KPP Advisory Services’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	$5.18M	Buy	153,145 +8,519	+6%	+$282K	0.66%	39
2026 Q1	$4.21M	Buy	144,626 +2,728	+2%	+$84.8K	0.61%	38
2025 Q4	$4.63M	Buy	141,898 +11,237	+9%	+$365K	0.67%	37
2025 Q3	$4.17M	Buy	130,661 +3,288	+3%	+$100K	0.62%	37
2025 Q2	$3.72M	Buy	127,373 +1,193	+0.9%	+$31.5K	0.61%	39
2025 Q1	$3.16M	Buy	126,180 +5,992	+5%	+$164K	0.6%	43
2024 Q4	$3.35M	Buy	120,188 +752	+0.6%	+$20.6K	0.79%	30
2024 Q3	$3.11M	Sell	119,436 -1,100	-0.9%	-$27.7K	0.75%	31
2024 Q2	$3.04M	Buy	120,536 +3,232	+3%	+$76.2K	0.81%	30
2024 Q1	$2.72M	Buy	+117,304	New	+$2.59M	0.75%	32
2023 Q4	–	Sell	-110,076	Closed	-$2M	–	195
2023 Q3	$2M	Buy	+110,076	New	+$2.07M	0.66%	35

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

KPP Advisory Services's SCHG Position: Q2 2026 in Review

KPP Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q2 2026, buying an estimated $282K and bringing the position to 153,145 shares worth $5.18M. The position accounts for 0.66% of the portfolio, ranked #39.

KPP Advisory Services first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

KPP Advisory Services held 153,145 shares of Schwab US Large-Cap Growth ETF worth $5.18M as of Q2 2026.
KPP Advisory Services bought 8,519 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $282K.
Schwab US Large-Cap Growth ETF made up 0.66% of KPP Advisory Services's portfolio in Q2 2026, its #39 holding.
KPP Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.