BCM
SCHG icon

Becker Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Becker Capital 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
Q1 		$2.34M Sell
80,231
-3,975
-5% -$124K 0.07% 131
2025
Q4 		$2.75M Sell
84,206
-475
-0.6% -$15.4K 0.08% 128
2025
Q3 		$2.7M Sell
84,681
-2,290
-3% -$69.8K 0.08% 127
2025
Q2 		$2.54M Sell
86,971
-2,945
-3% -$77.9K 0.08% 125
2025
Q1 		$2.25M Buy
+89,916
New +$2.46M 0.07% 131

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

Becker Capital Management's SCHG Position: Q1 2026 in Review

Becker Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q1 2026, selling an estimated $124K and leaving 80,231 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #131.

Becker Capital Management first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.75M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Becker Capital Management held 80,231 shares of Schwab US Large-Cap Growth ETF worth $2.34M as of Q1 2026.
  • Becker Capital Management sold 3,975 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $124K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Becker Capital Management's portfolio in Q1 2026, its #131 holding.
  • Becker Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Becker Capital Management's Schwab US Large-Cap Growth ETF position peaked at $2.75M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.