Bell Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bell Investment 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	$129K	Sell	3,817 -1,772	-32%	-$58.7K	0.02%	162
2026 Q1	$163K	Buy	5,589 +385	+7%	+$12K	0.03%	135
2025 Q4	$170K	Sell	5,204 -1,544	-23%	-$50.2K	0.03%	134
2025 Q3	$215K	Buy	6,748 +6	+0.1%	+$183	0.04%	115
2025 Q2	$197K	Sell	6,742 -1,061	-14%	-$28.1K	0.03%	117
2025 Q1	$195K	Buy	7,803 +7	+0.1%	+$192	0.04%	111
2024 Q4	$217K	Buy	7,796 +100	+1%	+$2.73K	0.04%	106
2024 Q3	$200K	Sell	7,696 -4,148	-35%	-$104K	0.04%	106
2024 Q2	$299K	Buy	+11,844	New	+$279K	0.06%	86

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

Bell Investment Advisors's SCHG Position: Q2 2026 in Review

Bell Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 32% in Q2 2026, selling an estimated $58.7K and leaving 3,817 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #162.

Bell Investment Advisors first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $299K in Q2 2024. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bell Investment Advisors held 3,817 shares of Schwab US Large-Cap Growth ETF worth $129K as of Q2 2026.
Bell Investment Advisors sold 1,772 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $58.7K.
Schwab US Large-Cap Growth ETF made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #162 holding.
Bell Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Bell Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $299K in Q2 2024.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.