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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
Q2 		$9.03M Buy
266,774
+1,169
+0.4% +$38.7K 2.57% 10
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Bridge Wealth Partners's SCHG Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.44% in Q2 2026, buying an estimated $38.7K and bringing the position to 266,774 shares worth $9.03M. The position accounts for 2.57% of the portfolio, ranked #10.

Beacon Bridge Wealth Partners first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Beacon Bridge Wealth Partners held 266,774 shares of Schwab US Large-Cap Growth ETF worth $9.03M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 1,169 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $38.7K.
  • Schwab US Large-Cap Growth ETF made up 2.57% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Beacon Bridge Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.