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

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-2,675
Closed -$78.1K – 829
2025
Q2 		$78.1K Sell
2,675
-174
-6% -$4.6K 0.01% 254
2025
Q1 		$71.4K Buy
2,849
+2
+0.1% +$55 0.01% 252
2024
Q4 		$79.4K Buy
2,847
+39
+1% +$1.07K 0.01% 227
2024
Q3 		$73.2K Hold
2,808
– – 0.01% 251
2024
Q2 		$70.8K Hold
2,808
– – 0.01% 228
2024
Q1 		$65.1K Hold
2,808
– – 0.01% 246
2023
Q4 		$51K Hold
2,808
– – 0.01% 219
2023
Q3 		$52.6K Hold
2,808
– – 0.01% 237
2023
Q2 		$52.6K Hold
2,808
– – 0.01% 237
2023
Q1 		$45.7K Hold
2,808
– – 0.01% 233
2022
Q4 		$39K Sell
2,808
-240
-8% -$3.45K 0.01% 262
2022
Q3 		$44K Hold
3,048
– – 0.01% 226
2022
Q2 		$56K Hold
3,048
– – 0.01% 221
2022
Q1 		$56K Buy
+3,048
New +$55.6K 0.01% 221

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Osaic Holdings
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Mariner
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VIA
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Beacon Capital Management LLC (Tennessee)'s SCHG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 2,675 shares — an estimated $78.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHG in Q1 2022 and held it in 14 quarters. The position peaked at $79.4K in Q4 2024. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 2,675 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $78.1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Schwab US Large-Cap Growth ETF position peaked at $79.4K in Q4 2024.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.