Barrett & Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Barrett & Company’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	$26.6K	Buy	+777	New	+$25.7K	0.01%	386

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barrett & Company's SCHG Position: Q2 2026 in Review

Barrett & Company opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 777 shares worth $26.6K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings.

1,658 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Barrett & Company held 777 shares of Schwab US Large-Cap Growth ETF worth $26.6K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Barrett & Company position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #386 holding.
1,658 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.