BPA
SCHG icon

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

Beacon Pointe 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
2026
Q1 		$195M Buy
6,701,110
+3,061,564
+84% +$95.2M 1.03% 14
2025
Q4 		$119M Sell
3,639,546
-3,686
-0.1% -$120K 0.83% 22
2025
Q3 		$116M Sell
3,643,232
-7,922
-0.2% -$241K 0.98% 19
2025
Q2 		$107M Buy
3,651,154
+8,224
+0.2% +$217K 1.11% 14
2025
Q1 		$91.2M Buy
3,642,930
+160,245
+5% +$4.39M 1.02% 17
2024
Q4 		$97.1M Buy
3,482,685
+278,385
+9% +$7.61M 1.08% 14
2024
Q3 		$83.5M Buy
3,204,300
+99,528
+3% +$2.5M 0.96% 15
2024
Q2 		$78.3M Buy
3,104,772
+15,484
+0.5% +$365K 0.93% 16
2024
Q1 		$71.6M Buy
3,089,288
+162,864
+6% +$3.6M 0.8% 21
2023
Q4 		$60.7M Buy
2,926,424
+42,676
+1% +$825K 0.73% 25
2023
Q3 		$52.4M Buy
2,883,748
+264,368
+10% +$4.98M 0.65% 31
2023
Q2 		$49.1M Buy
2,619,380
+214,568
+9% +$3.68M 0.8% 23
2023
Q1 		$39.2M Buy
2,404,812
+166,516
+7% +$2.53M 0.67% 27
2022
Q4 		$31.1M Buy
2,238,296
+394,916
+21% +$5.68M 0.6% 35
2022
Q3 		$25.7M Buy
1,843,380
+377,908
+26% +$5.92M 0.58% 35
2022
Q2 		$21.2M Sell
1,465,472
-1,212,032
-45% -$19.4M 0.45% 51
2022
Q1 		$50.1M Buy
2,677,504
+1,759,200
+192% +$32.1M 0.69% 24
2021
Q4 		$18.8M Sell
918,304
-19,616
-2% -$392K 0.49% 45
2021
Q3 		$17.4M Sell
937,920
-93,520
-9% -$1.78M 0.43% 57
2021
Q2 		$18.8M Sell
1,031,440
-25,736
-2% -$445K 0.67% 28
2021
Q1 		$17.2M Sell
1,057,176
-33,336
-3% -$542K 1.05% 22
2020
Q4 		$17.5M Buy
1,090,512
+11,672
+1% +$177K 1.2% 17
2020
Q3 		$15.5M Buy
1,078,840
+50,840
+5% +$709K 1.5% 12
2020
Q2 		$13M Buy
1,028,000
+721,696
+236% +$8.41M 1.31% 15
2020
Q1 		$3.05M Buy
306,304
+103,528
+51% +$1.18M 0.49% 50
2019
Q4 		$2.35M Buy
202,776
+12,872
+7% +$142K 0.73% 33
2019
Q3 		$2M Sell
189,904
-9,032
-5% -$95.2K 0.86% 30
2019
Q2 		$2.07M Buy
198,936
+19,520
+11% +$198K 0.75% 34
2019
Q1 		$1.78M Buy
179,416
+18,840
+12% +$178K 0.67% 44
2018
Q4 		$1.39M Buy
+160,576
New +$1.5M 0.84% 33

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Beacon Pointe Advisors's SCHG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 84% in Q1 2026, buying an estimated $95.2M and bringing the position to 6,701,110 shares worth $195M. The position accounts for 1.03% of the portfolio, ranked #14.

Beacon Pointe Advisors first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Beacon Pointe Advisors held 6,701,110 shares of Schwab US Large-Cap Growth ETF worth $195M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,061,564 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $95.2M.
  • Schwab US Large-Cap Growth ETF made up 1.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #14 holding.
  • Beacon Pointe Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.