BFG
SCHG icon

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

Beacon Financial Group’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 		$423K Sell
12,503
-904
-7% -$30K 0.04% 268
2026
Q1 		$391K Sell
13,407
-592
-4% -$18.4K 0.04% 261
2025
Q4 		$457K Sell
13,999
-8
-0.1% -$260 0.05% 236
2025
Q3 		$447K Sell
14,007
-771
-5% -$23.5K 0.04% 241
2025
Q2 		$432K Buy
14,778
+4
+0% +$106 0.04% 241
2025
Q1 		$370K Buy
14,774
+350
+2% +$9.59K 0.04% 255
2024
Q4 		$402K Sell
14,424
-4,280
-23% -$117K 0.04% 242
2024
Q3 		$487K Sell
18,704
-3,712
-17% -$93.4K 0.05% 222
2024
Q2 		$565K Buy
22,416
+152
+0.7% +$3.59K 0.06% 199
2024
Q1 		$516K Hold
22,264
– – 0.06% 210
2023
Q4 		$462K Buy
22,264
+344
+2% +$6.65K 0.06% 222
2023
Q3 		$421K Sell
21,920
-7,364
-25% -$139K 0.06% 184
2023
Q2 		$541K Buy
29,284
+196
+0.7% +$3.36K 0.07% 170
2023
Q1 		$472K Sell
29,088
-476
-2% -$7.22K 0.07% 178
2022
Q4 		$411K Buy
29,564
+9,900
+50% +$142K 0.06% 190
2022
Q3 		$279K Sell
19,664
-808
-4% -$12.7K 0.04% 217
2022
Q2 		$309K Hold
20,472
– – 0.05% 208
2022
Q1 		$388K Buy
+20,472
New +$373K 0.05% 208
2021
Q4 		– Sell
-535,432
Closed -$9.96M – 233
2021
Q3 		$9.96M Sell
535,432
-1,760
-0.3% -$33.5K 1.34% 15
2021
Q2 		$9.99M Buy
+537,192
New +$9.29M 1.41% 13

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 Financial Group's SCHG Position: Q2 2026 in Review

Beacon Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.7% in Q2 2026, selling an estimated $30K and leaving 12,503 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #268.

Beacon Financial Group first reported a position in SCHG in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.99M in Q2 2021. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Beacon Financial Group held 12,503 shares of Schwab US Large-Cap Growth ETF worth $423K as of Q2 2026.
  • Beacon Financial Group sold 904 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $30K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #268 holding.
  • Beacon Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Beacon Financial Group's Schwab US Large-Cap Growth ETF position peaked at $9.99M in Q2 2021.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.