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 Q2	$2.42M	Sell	71,426 -635	-0.9%	-$21K	0.15%	93
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Beaumont Financial Advisors's SCHG Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.88% in Q2 2026, selling an estimated $21K and leaving 71,426 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #93.

Beaumont Financial Advisors first reported a position in SCHG in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.24M in Q4 2022. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Beaumont Financial Advisors held 71,426 shares of Schwab US Large-Cap Growth ETF worth $2.42M as of Q2 2026.
Beaumont Financial Advisors sold 635 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $21K.
Schwab US Large-Cap Growth ETF made up 0.15% of Beaumont Financial Advisors's portfolio in Q2 2026, its #93 holding.
Beaumont Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Beaumont Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $4.24M in Q4 2022.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.