Bawa N Mallick Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bawa N Mallick Trust’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	$3.6M	Hold	106,520	–	–	1.17%	19
2026 Q1	$3.1M	Hold	106,520	–	–	1.27%	17
2025 Q4	$3.47M	Hold	106,520	–	–	1.29%	16
2025 Q3	$3.4M	Hold	106,520	–	–	1.29%	17
2025 Q2	$3.11M	Hold	106,520	–	–	1.29%	17
2025 Q1	$2.67M	Hold	106,520	–	–	1.26%	16
2024 Q4	$2.97M	Buy	+106,520	New	+$2.91M	1.3%	16

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

Bawa N Mallick Trust's SCHG Position: Q2 2026 in Review

Bawa N Mallick Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 106,520 shares worth $3.6M. The position accounts for 1.17% of the portfolio, ranked #19.

Bawa N Mallick Trust first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bawa N Mallick Trust held 106,520 shares of Schwab US Large-Cap Growth ETF worth $3.6M as of Q2 2026.
Bawa N Mallick Trust left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 1.17% of Bawa N Mallick Trust's portfolio in Q2 2026, its #19 holding.
Bawa N Mallick Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.