Beaird Harris Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beaird Harris Wealth Management’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	$64.7K	Hold	1,912	–	–	﹤0.01%	239
2026 Q1	$55.7K	Hold	1,912	–	–	﹤0.01%	233
2025 Q4	$62.4K	Hold	1,912	–	–	﹤0.01%	235
2025 Q3	$61K	Sell	1,912 -8,000	-81%	-$244K	﹤0.01%	227
2025 Q2	$290K	Buy	9,912 +8,000	+418%	+$212K	0.02%	117
2025 Q1	$47.9K	Hold	1,912	–	–	﹤0.01%	226
2024 Q4	$53.3K	Hold	1,912	–	–	﹤0.01%	221
2024 Q3	$49.8K	Hold	1,912	–	–	﹤0.01%	233
2024 Q2	$48.2K	Buy	+1,912	New	+$45.1K	﹤0.01%	229
2022 Q1	–	Sell	-32	Closed	-$1K	–	702
2021 Q4	$1K	Buy	+32	New	+$640	﹤0.01%	617

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Beaird Harris Wealth Management's SCHG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,912 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Beaird Harris Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 10 quarters since. The position peaked at $290K in Q2 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Beaird Harris Wealth Management held 1,912 shares of Schwab US Large-Cap Growth ETF worth $64.7K as of Q2 2026.
Beaird Harris Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #239 holding.
Beaird Harris Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
Beaird Harris Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $290K in Q2 2025.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.