BAM Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BAM Wealth Management’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	$246K	Buy	+7,279	New	+$241K	0.15%	151

Other funds holding SCHG

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

BAM Wealth Management's SCHG Position: Q2 2026 in Review

BAM Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 7,279 shares worth $246K. The stake represents 0.15% of the portfolio and ranks #151 among its holdings.

1,115 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

BAM Wealth Management held 7,279 shares of Schwab US Large-Cap Growth ETF worth $246K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new BAM Wealth Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.15% of BAM Wealth Management's portfolio in Q2 2026, its #151 holding.
1,115 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.