Beacon Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beacon Financial Advisory’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	$1.17M	Buy	34,671 +1,353	+4%	+$44.8K	0.23%	114
2026 Q1	$971K	Sell	33,318 -1,934	-5%	-$60.1K	0.22%	121
2025 Q4	$1.15M	Sell	35,252 -3,442	-9%	-$112K	0.27%	93
2025 Q3	$1.23M	Sell	38,694 -4,084	-10%	-$124K	0.29%	90
2025 Q2	$1.25M	Sell	42,778 -6,996	-14%	-$185K	0.32%	82
2025 Q1	$1.25M	Buy	49,774 +32,841	+194%	+$899K	0.38%	63
2024 Q4	$472K	Buy	16,933 +5,205	+44%	+$142K	0.15%	171
2024 Q3	$305K	Buy	11,728 +3,260	+38%	+$82K	0.1%	214
2024 Q2	$213K	Buy	+8,468	New	+$200K	0.08%	262
2022 Q3	–	Sell	-75,604	Closed	-$1.1M	–	215
2022 Q2	$1.1M	Buy	75,604 +8,612	+13%	+$138K	0.62%	43
2022 Q1	$1.25M	Buy	66,992 +4,264	+7%	+$77.8K	0.6%	45
2021 Q4	$1.28M	Buy	62,728 +2,136	+4%	+$42.7K	0.59%	45
2021 Q3	$1.12M	Hold	60,592	–	–	0.58%	48
2021 Q2	$1.11M	Hold	60,592	–	–	0.59%	48
2021 Q1	$983K	Hold	60,592	–	–	0.56%	50
2020 Q4	$972K	Buy	+60,592	New	+$919K	0.63%	42

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 Financial Advisory's SCHG Position: Q2 2026 in Review

Beacon Financial Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.1% in Q2 2026, buying an estimated $44.8K and bringing the position to 34,671 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #114.

Beacon Financial Advisory first reported a position in SCHG in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2021. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Beacon Financial Advisory held 34,671 shares of Schwab US Large-Cap Growth ETF worth $1.17M as of Q2 2026.
Beacon Financial Advisory bought 1,353 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $44.8K.
Schwab US Large-Cap Growth ETF made up 0.23% of Beacon Financial Advisory's portfolio in Q2 2026, its #114 holding.
Beacon Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
Beacon Financial Advisory's Schwab US Large-Cap Growth ETF position peaked at $1.28M in Q4 2021.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.