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

Beam 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
2026 Q2	$1.07M	Sell	31,722 -2,150	-6%	-$71.2K	0.24%	72
2026 Q1	$987K	Buy	33,872 +517	+2%	+$16.1K	0.25%	70
2025 Q4	$1.09M	Buy	33,355 +102	+0.3%	+$3.32K	0.3%	63
2025 Q3	$1.06M	Sell	33,253 -1,053	-3%	-$32.1K	0.29%	67
2025 Q2	$1M	Buy	34,306 +4,957	+17%	+$131K	0.3%	69
2025 Q1	$735K	Buy	29,349 +2,858	+11%	+$78.3K	0.25%	78
2024 Q4	$738K	Buy	+26,491	New	+$724K	0.23%	79
2024 Q2	–	Sell	-23,364	Closed	-$542K	–	142
2024 Q1	$542K	Buy	23,364 +52	+0.2%	+$1.15K	0.33%	55
2023 Q4	$484K	Buy	23,312 +1,732	+8%	+$33.5K	0.31%	56
2023 Q3	$392K	Buy	21,580 +1,576	+8%	+$29.7K	0.28%	61
2023 Q2	$375K	Buy	20,004 +628	+3%	+$10.8K	0.26%	66
2023 Q1	$316K	Buy	19,376 +3,572	+23%	+$54.2K	0.32%	74
2022 Q4	$219K	Buy	+15,804	New	+$227K	0.23%	91
2022 Q2	–	Sell	-13,972	Closed	-$261K	–	104
2022 Q1	$261K	Buy	13,972 +44	+0.3%	+$802	0.3%	73
2021 Q4	$285K	Buy	13,928 +2,648	+23%	+$52.9K	0.33%	70
2021 Q3	$209K	Sell	11,280 -416	-4%	-$7.92K	0.18%	136
2021 Q2	$213K	Buy	+11,696	New	+$202K	0.18%	126

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beam Wealth Advisors's SCHG Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q2 2026, selling an estimated $71.2K and leaving 31,722 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #72.

Beam Wealth Advisors first reported a position in SCHG in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Beam Wealth Advisors held 31,722 shares of Schwab US Large-Cap Growth ETF worth $1.07M as of Q2 2026.
Beam Wealth Advisors sold 2,150 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $71.2K.
Schwab US Large-Cap Growth ETF made up 0.24% of Beam Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Beam Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
Beam Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.09M in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.