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 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

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

Bell Investment Advisors's SCHG Position: Q1 2026 in Review

Bell Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.4% in Q1 2026, buying an estimated $12K and bringing the position to 5,589 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #135.

Bell Investment Advisors first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $299K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Bell Investment Advisors held 5,589 shares of Schwab US Large-Cap Growth ETF worth $163K as of Q1 2026.
Bell Investment Advisors bought 385 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $12K.
Schwab US Large-Cap Growth ETF made up 0.03% of Bell Investment Advisors's portfolio in Q1 2026, its #135 holding.
Bell Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Bell Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $299K in Q2 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.