KWIAL
SCHG icon

Kinetic Wealth Investment Advisors LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$844K Buy
+24,947
New +$827K 0.4% 30

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kinetic Wealth Investment Advisors LLC's SCHG Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 24,947 shares worth $844K. The stake represents 0.4% of the portfolio and ranks #30 among its holdings.

1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 24,947 shares of Schwab US Large-Cap Growth ETF worth $844K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.4% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #30 holding.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.