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

Beacon Investment Advisory Services’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
Q3 		$153K Hold
4,262
– – 0.01% 281
2026
Q2 		$144K Sell
4,262
-6
-0.1% -$199 0.01% 287
2026
Q1 		$124K Buy
+4,268
New +$133K 0.01% 304

Other funds holding SCHG

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Beacon Investment Advisory Services's SCHG Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 4,262 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #281.

Beacon Investment Advisory Services first reported a position in SCHG in Q1 2026 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Beacon Investment Advisory Services held 4,262 shares of Schwab US Large-Cap Growth ETF worth $153K as of Q3 2026.
  • Beacon Investment Advisory Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #281 holding.
  • Beacon Investment Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.