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

Beacon Financial Strategies’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 		$232K Buy
6,852
+665
+11% +$22K 0.12% 44
2026
Q1 		$180K Hold
6,187
– – 0.1% 42
2025
Q4 		$202K Sell
6,187
-213
-3% -$6.93K 0.11% 39
2025
Q3 		$204K Buy
+6,400
New +$195K 0.12% 39
2024
Q3 		– Sell
-8,176
Closed -$206K – 35
2024
Q2 		$206K Buy
+8,176
New +$193K 0.15% 32

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Beacon Financial Strategies's SCHG Position: Q2 2026 in Review

Beacon Financial Strategies increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $22K and bringing the position to 6,852 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #44.

Beacon Financial Strategies first reported a position in SCHG in Q2 2024 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Beacon Financial Strategies held 6,852 shares of Schwab US Large-Cap Growth ETF worth $232K as of Q2 2026.
  • Beacon Financial Strategies bought 665 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $22K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Beacon Financial Strategies's portfolio in Q2 2026, its #44 holding.
  • Beacon Financial Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.