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 Q2	$2.72M	Hold	80,231	–	–	0.07%	133
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

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

Becker Capital Management's SCHG Position: Q2 2026 in Review

Becker Capital Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 80,231 shares worth $2.72M. The position accounts for 0.07% of the portfolio, ranked #133.

Becker Capital Management first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.75M in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Becker Capital Management held 80,231 shares of Schwab US Large-Cap Growth ETF worth $2.72M as of Q2 2026.
Becker Capital Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of Becker Capital Management's portfolio in Q2 2026, its #133 holding.
Becker Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Becker Capital Management's Schwab US Large-Cap Growth ETF position peaked at $2.75M in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.