Beacon Capital Management Inc (Ohio)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$6.23K	Sell	184 -518	-74%	-$17.2K	﹤0.01%	91
2026 Q1	$20.4K	Buy	702 +518	+282%	+$16.1K	﹤0.01%	87
2025 Q4	$6K	Hold	184	–	–	﹤0.01%	92
2025 Q3	$5.87K	Hold	184	–	–	﹤0.01%	107
2025 Q2	$5.38K	Buy	+184	New	+$4.87K	﹤0.01%	78
2024 Q1	–	Sell	-184	Closed	-$3.82K	–	58
2023 Q4	$3.82K	Hold	184	–	–	﹤0.01%	57
2023 Q3	$3.35K	Hold	184	–	–	﹤0.01%	50
2023 Q2	$3.45K	Hold	184	–	–	﹤0.01%	52
2023 Q1	$3K	Sell	184 -116	-39%	-$1.76K	﹤0.01%	77
2022 Q4	$4.17K	Buy	300 +116	+63%	+$1.67K	﹤0.01%	58
2022 Q3	$3K	Hold	184	–	–	﹤0.01%	65
2022 Q2	$3K	Hold	184	–	–	﹤0.01%	84
2022 Q1	$3K	Hold	184	–	–	﹤0.01%	66
2021 Q4	$4K	Hold	184	–	–	﹤0.01%	58
2021 Q3	$3K	Buy	+184	New	+$3.5K	﹤0.01%	75
2021 Q2	–	Sell	-184	Closed	-$3K	–	52
2021 Q1	$3K	Hold	184	–	–	﹤0.01%	51
2020 Q4	$3K	Hold	184	–	–	﹤0.01%	61
2020 Q3	$3K	Hold	184	–	–	﹤0.01%	67
2020 Q2	$2K	Hold	184	–	–	﹤0.01%	59
2020 Q1	$2K	Hold	184	–	–	﹤0.01%	75
2019 Q4	$2K	Hold	184	–	–	﹤0.01%	51
2019 Q3	$2K	Hold	184	–	–	﹤0.01%	51
2019 Q2	$2K	Hold	184	–	–	﹤0.01%	66
2019 Q1	$2K	Hold	184	–	–	﹤0.01%	57
2018 Q4	$2K	Hold	184	–	–	﹤0.01%	50
2018 Q3	$2K	Hold	184	–	–	﹤0.01%	54
2018 Q2	$2K	Hold	184	–	–	﹤0.01%	67
2018 Q1	$2K	Hold	184	–	–	﹤0.01%	70
2017 Q4	$2K	Hold	184	–	–	﹤0.01%	54
2017 Q3	$2K	Buy	+184	New	+$1.49K	﹤0.01%	60

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

Beacon Capital Management Inc (Ohio)'s SCHG Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 74% in Q2 2026, selling an estimated $17.2K and leaving 184 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #91.

Beacon Capital Management Inc (Ohio) first reported a position in SCHG in Q3 2017 and has held it in 30 quarters since. The position peaked at $20.4K in Q1 2026. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 184 shares of Schwab US Large-Cap Growth ETF worth $6.23K as of Q2 2026.
Beacon Capital Management Inc (Ohio) sold 518 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $17.2K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #91 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 30 quarters since.
Beacon Capital Management Inc (Ohio)'s Schwab US Large-Cap Growth ETF position peaked at $20.4K in Q1 2026.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.