BHWA
SCHG icon

Beacon Harbor Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beacon Harbor Wealth Advisors’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
-14,980
Closed -$438K – 87
2025
Q2 		$438K Buy
+14,980
New +$396K 0.11% 58

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SCHG Position: Q3 2025 in Review

Beacon Harbor Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 14,980 shares — an estimated $438K sold.

Beacon Harbor Wealth Advisors first reported a position in SCHG in Q2 2025 and held it in 1 quarter. The position peaked at $438K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 14,980 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $438K.
  • Beacon Harbor Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $438K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.