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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
Q2 		$144K Sell
4,262
-6
-0.1% -$199 0.01% 287
2026
Q1 		$124K Buy
+4,268
New +$133K 0.01% 304

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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 Investment Advisory Services's SCHG Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.14% in Q2 2026, selling an estimated $199 and leaving 4,262 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #287.

Beacon Investment Advisory Services first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Beacon Investment Advisory Services held 4,262 shares of Schwab US Large-Cap Growth ETF worth $144K as of Q2 2026.
  • Beacon Investment Advisory Services sold 6 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $199.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #287 holding.
  • Beacon Investment Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.