KICKSTAND VENTURES, LLC. SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 2000355
As of 2026-06-30, KICKSTAND VENTURES, LLC. reported 563.86K SCHG (shares), valued at $19.08M, or 3.47% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 92.55%; reported value increased 123.68%, and weight changed +1.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.47% | 563,859 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 1.80% | 292,837 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 1.92% | 279,881 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 1.94% | 275,869 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 2.20% | 322,359 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 1.23% | 189,973 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.34% | 188,643 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 1.28% | 48,035 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.26% | 45,743 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 1.26% | 45,743 | $4.61M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.28% | 48,035 | $5.00M | Shares increased 5.01%; reported value increased 8.49%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.34% | 188,643 | $5.26M | Shares increased 292.72%; reported value increased 5.06%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 1.23% | 189,973 | $4.76M | Shares increased 0.71%; reported value decreased 9.52%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 2.20% | 322,359 | $9.42M | Shares increased 69.69%; reported value increased 97.95%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 1.94% | 275,869 | $8.80M | Shares decreased 14.42%; reported value decreased 6.51%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.92% | 279,881 | $9.13M | Shares increased 1.45%; reported value increased 3.71%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.80% | 292,837 | $8.53M | Shares increased 4.63%; reported value decreased 6.57%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 3.47% | 563,859 | $19.08M | Shares increased 92.55%; reported value increased 123.68%, and weight changed +1.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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