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Beacon Bridge Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		$7.74M Buy
265,605
+11,486
+5% +$357K 2.59% 11
2025
Q4 		$8.29M Buy
254,119
+11,791
+5% +$383K 2.75% 10
2025
Q3 		$7.73M Buy
242,328
+15,832
+7% +$483K 2.75% 11
2025
Q2 		$6.62M Sell
226,496
-3,461
-2% -$91.5K 2.63% 13
2025
Q1 		$5.76M Buy
229,957
+2,299
+1% +$63K 2.46% 13
2024
Q4 		$6.34M Buy
227,658
+9,326
+4% +$255K 2.69% 12
2024
Q3 		$5.69M Sell
218,332
-35,248
-14% -$887K 2.44% 13
2024
Q2 		$6.39M Buy
253,580
+37,488
+17% +$884K 2.93% 9
2024
Q1 		$5.01M Buy
216,092
+35,836
+20% +$793K 2.37% 11
2023
Q4 		$3.74M Buy
180,256
+143,612
+392% +$2.78M 1.87% 16
2023
Q3 		$666K Buy
+36,644
New +$690K 0.35% 45

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Beacon Bridge Wealth Partners's SCHG Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q1 2026, buying an estimated $357K and bringing the position to 265,605 shares worth $7.74M. The position accounts for 2.59% of the portfolio, ranked #11.

Beacon Bridge Wealth Partners first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.29M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Beacon Bridge Wealth Partners held 265,605 shares of Schwab US Large-Cap Growth ETF worth $7.74M as of Q1 2026.
  • Beacon Bridge Wealth Partners bought 11,486 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $357K.
  • Schwab US Large-Cap Growth ETF made up 2.59% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Beacon Bridge Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Beacon Bridge Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $8.29M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.