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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
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

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

KPP Advisory Services's SCHG Position: Q1 2026 in Review

KPP Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q1 2026, buying an estimated $84.8K and bringing the position to 144,626 shares worth $4.21M. The position accounts for 0.61% of the portfolio, ranked #38.

KPP Advisory Services first reported a position in SCHG in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.63M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • KPP Advisory Services held 144,626 shares of Schwab US Large-Cap Growth ETF worth $4.21M as of Q1 2026.
  • KPP Advisory Services bought 2,728 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $84.8K.
  • Schwab US Large-Cap Growth ETF made up 0.61% of KPP Advisory Services's portfolio in Q1 2026, its #38 holding.
  • KPP Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
  • KPP Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $4.63M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.