Question 1

How many shares of SCHG does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 2.7M shares of SCHG (SCHWAB US LARGE-CAP GROWTH).

Question 2

What is Kestra Advisory Services, LLC's SCHG position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's SCHG position is worth $91M.

Question 3

Is Kestra Advisory Services, LLC buying or selling SCHG?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC increased their SCHG position (+13.2% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy SCHG?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in SCHG in 2020-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.7M	+13.2%	$91M	0.3%	$33.84	40
2026-Q1	Increased	2.4M	+12.4%	$69.2M	0.3%	$30.64	40
2025-Q4	Increased	2.1M	+16.0%	$68.9M	0.3%	$32.88	41
2025-Q3	Decreased	1.8M	-13.6%	$58.1M	0.3%	$31.75	0
2025-Q2	Decreased	2.1M	-11.0%	$61.6M	0.3%	$28.96	0
2025-Q1	Increased	2.4M	+2.0%	$59.3M	0.3%	$24.95	36
2024-Q4	Increased	2.3M	+237.7%	$64.7M	0.4%	$28.03	57
2024-Q3	Decreased	687,827	-8.1%	$71.7M	0.4%	$25.78	0
2024-Q2	Increased	748,018	+45.4%	$70.3M	0.4%	$25.06	48
2024-Q1	Increased	514,616	+3.5%	$47.7M	0.3%	$23.01	36
2023-Q4	Decreased	497,099	-0.8%	$41.2M	0.3%	$20.57	0
2023-Q3	Increased	500,840	+6.2%	$36.4M	0.4%	$18.00	37
2023-Q2	Decreased	471,575	-8.7%	$35.3M	0.4%	$18.26	0
2023-Q1	Decreased	516,564	-12.7%	$33.7M	0.4%	$15.82	0
2022-Q4	Increased	591,607	+38.1%	$32.9M	0.3%	$13.70	45
2022-Q3	Decreased	428,406	-6.7%	$23.9M	0.3%	$13.97	0
2022-Q2	Increased	459,010	+0.9%	$26.6M	0.3%	$14.48	34
2022-Q1	Increased	455,112	+97.9%	$34.1M	0.4%	$18.65	56
2021-Q4	Decreased	229,935	-46.5%	$37.7M	0.4%	$20.25	0
2021-Q3	Increased	429,692	+80.2%	$63.6M	0.6%	$18.24	64
2021-Q2	Increased	238,445	+12.8%	$34.8M	0.4%	$17.93	39
2021-Q1	Decreased	211,447	-51.3%	$27.4M	0.3%	$15.64	0
2020-Q4	Increased	433,812	+146.2%	$55.7M	0.6%	$15.67	67
2020-Q3	New	176,215	-	$20.3M	0.4%	$13.93	47

SCHG24 quarters

SCHG
24 quarters