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

BCS 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	$1.7M	Buy	50,163 +2,238	+5%	+$74.2K	0.31%	72
2026 Q1	$1.4M	Sell	47,925 -45,475	-49%	-$1.41M	0.28%	77
2025 Q4	$3.05M	Buy	93,400 +45,545	+95%	+$1.48M	0.31%	70
2025 Q3	$1.53M	Sell	47,855 -10,849	-18%	-$331K	0.34%	63
2025 Q2	$1.72M	Buy	58,704 +17,137	+41%	+$453K	0.37%	62
2025 Q1	$1.04M	Sell	41,567 -691	-2%	-$18.9K	0.27%	79
2024 Q4	$1.18M	Buy	+42,258	New	+$1.16M	0.29%	75
2024 Q2	–	Sell	-47,684	Closed	-$1.1M	–	209
2024 Q1	$1.1M	Buy	47,684 +48	+0.1%	+$1.06K	0.35%	63
2023 Q4	$988K	Sell	47,636 -108	-0.2%	-$2.09K	0.36%	67
2023 Q3	$868K	Buy	+47,744	New	+$899K	0.36%	70
2023 Q2	–	Sell	-58,888	Closed	-$959K	–	155
2023 Q1	$959K	Buy	58,888 +18,156	+45%	+$276K	0.43%	58
2022 Q4	$566K	Buy	40,732 +4,968	+14%	+$71.4K	0.24%	95
2022 Q3	$499K	Hold	35,764	–	–	0.23%	99
2022 Q2	$518K	Buy	35,764 +548	+2%	+$8.76K	0.23%	93
2022 Q1	$659K	Buy	35,216 +384	+1%	+$7K	0.27%	90
2021 Q4	$713K	Buy	34,832 +1,296	+4%	+$25.9K	0.26%	86
2021 Q3	$621K	Buy	33,536 +1,448	+5%	+$27.6K	0.26%	83
2021 Q2	$585K	Buy	32,088 +184	+0.6%	+$3.18K	0.31%	70
2021 Q1	$518K	Sell	31,904 -4,760	-13%	-$77.5K	0.25%	77
2020 Q4	$589K	Buy	36,664 +40	+0.1%	+$607	0.31%	67
2020 Q3	$527K	Buy	36,624 +1,384	+4%	+$19.3K	0.3%	67
2020 Q2	$447K	Buy	35,240 +5,000	+17%	+$58.3K	0.27%	72
2020 Q1	$301K	Buy	+30,240	New	+$345K	0.21%	84

Other funds holding SCHG

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

BCS Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q2 2026, buying an estimated $74.2K and bringing the position to 50,163 shares worth $1.7M. The position accounts for 0.31% of the portfolio, ranked #72.

BCS Wealth Management first reported a position in SCHG in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.05M in Q4 2025. 398 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

BCS Wealth Management held 50,163 shares of Schwab US Large-Cap Growth ETF worth $1.7M as of Q2 2026.
BCS Wealth Management bought 2,238 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $74.2K.
Schwab US Large-Cap Growth ETF made up 0.31% of BCS Wealth Management's portfolio in Q2 2026, its #72 holding.
BCS Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 23 quarters since.
BCS Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $3.05M in Q4 2025.
398 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.