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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
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

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

Beam Wealth Advisors's SCHG Position: Q1 2026 in Review

Beam Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q1 2026, buying an estimated $16.1K and bringing the position to 33,872 shares worth $987K. The position accounts for 0.25% of the portfolio, ranked #70.

Beam Wealth Advisors first reported a position in SCHG in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.09M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Beam Wealth Advisors held 33,872 shares of Schwab US Large-Cap Growth ETF worth $987K as of Q1 2026.
  • Beam Wealth Advisors bought 517 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.1K.
  • Schwab US Large-Cap Growth ETF made up 0.25% of Beam Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Beam Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 16 quarters since.
  • Beam Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.09M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.