Beaumont Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beaumont Financial 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	$2.1M	Buy	72,061 +81	+0.1%	+$2.52K	0.14%	95
2025 Q4	$2.35M	Hold	71,980	–	–	0.15%	85
2025 Q3	$2.3M	Hold	71,980	–	–	0.15%	88
2025 Q2	$2.1M	Sell	71,980 -140	-0.2%	-$3.7K	0.15%	87
2025 Q1	$1.81M	Sell	72,120 -5,128	-7%	-$140K	0.14%	100
2024 Q4	$2.15M	Hold	77,248	–	–	0.16%	87
2024 Q3	$2.01M	Sell	77,248 -6,944	-8%	-$175K	0.16%	87
2024 Q2	$2.12M	Sell	84,192 -1,392	-2%	-$32.8K	0.17%	87
2024 Q1	$1.98M	Sell	85,584 -6,128	-7%	-$136K	0.16%	86
2023 Q4	$1.9M	Sell	91,712 -38,344	-29%	-$742K	0.17%	83
2023 Q3	$2.36M	Sell	130,056 -2,800	-2%	-$52.7K	0.24%	66
2023 Q2	$2.49M	Sell	132,856 -10,504	-7%	-$180K	0.23%	70
2023 Q1	$2.34M	Sell	143,360 -161,768	-53%	-$2.46M	0.24%	57
2022 Q4	$4.24M	Buy	305,128 +144,560	+90%	+$2.08M	0.43%	38
2022 Q3	$2.24M	Buy	+160,568	New	+$2.52M	0.21%	63

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Beaumont Financial Advisors's SCHG Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q1 2026, buying an estimated $2.52K and bringing the position to 72,061 shares worth $2.1M. The position accounts for 0.14% of the portfolio, ranked #95.

Beaumont Financial Advisors first reported a position in SCHG in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.24M in Q4 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Beaumont Financial Advisors held 72,061 shares of Schwab US Large-Cap Growth ETF worth $2.1M as of Q1 2026.
Beaumont Financial Advisors bought 81 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.52K.
Schwab US Large-Cap Growth ETF made up 0.14% of Beaumont Financial Advisors's portfolio in Q1 2026, its #95 holding.
Beaumont Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
Beaumont Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $4.24M in Q4 2022.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.