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Barden Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Barden Capital 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 		$4.87M Buy
143,768
+1,536
+1% +$50.9K 4.49% 5
2026
Q1 		$4.14M Buy
142,232
+2,900
+2% +$90.2K 3.54% 6
2025
Q4 		$4.54M Buy
139,332
+6,319
+5% +$206K 3.73% 6
2025
Q3 		$4.24M Sell
133,013
-3,781
-3% -$115K 3.53% 7
2025
Q2 		$4M Sell
136,794
-3,110
-2% -$82.2K 3.5% 7
2025
Q1 		$3.5M Sell
139,904
-294
-0.2% -$8.05K 3.12% 7
2024
Q4 		$3.91M Buy
140,198
+2,042
+1% +$55.8K 3.35% 7
2024
Q3 		$3.6M Buy
138,156
+3,452
+3% +$86.9K 3.16% 7
2024
Q2 		$3.4M Sell
134,704
-860
-0.6% -$20.3K 3.2% 7
2024
Q1 		$3.14M Sell
135,564
-86,452
-39% -$1.91M 3.04% 8
2023
Q4 		$4.04M Hold
222,016
– – 3.29% 7
2023
Q3 		$4.04M Buy
222,016
+42,640
+24% +$803K 3.93% 5
2023
Q2 		$3.36M Sell
179,376
-65,708
-27% -$1.13M 3.7% 4
2023
Q1 		$3.99M Buy
245,084
+272
+0.1% +$4.13K 3.82% 5
2022
Q4 		$3.4M Buy
244,812
+12,800
+6% +$184K 3.48% 5
2022
Q3 		$3.24M Sell
232,012
-5,468
-2% -$85.7K 3.77% 5
2022
Q2 		$3.44M Buy
237,480
+19,788
+9% +$316K 3.73% 5
2022
Q1 		$4.07M Buy
217,692
+10,396
+5% +$190K 3.99% 5
2021
Q4 		$4.24M Buy
+207,296
New +$4.14M 4.04% 4

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
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
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Barden Capital Management's SCHG Position: Q2 2026 in Review

Barden Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q2 2026, buying an estimated $50.9K and bringing the position to 143,768 shares worth $4.87M. The position accounts for 4.49% of the portfolio, ranked #5.

Barden Capital Management first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,115 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Barden Capital Management held 143,768 shares of Schwab US Large-Cap Growth ETF worth $4.87M as of Q2 2026.
  • Barden Capital Management bought 1,536 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $50.9K.
  • Schwab US Large-Cap Growth ETF made up 4.49% of Barden Capital Management's portfolio in Q2 2026, its #5 holding.
  • Barden Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.