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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Capital Management Inc (Ohio)'s SCHG Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 282% in Q1 2026, buying an estimated $16.1K and bringing the position to 702 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #87.

Beacon Capital Management Inc (Ohio) first reported a position in SCHG in Q3 2017 and has held it in 29 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 702 shares of Schwab US Large-Cap Growth ETF worth $20.4K as of Q1 2026.
Beacon Capital Management Inc (Ohio) bought 518 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.1K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #87 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 29 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.