Bellevue Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bellevue Asset 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	$1.17M	Sell	34,589 -623	-2%	-$20.6K	0.54%	32
2026 Q1	$1.03M	Buy	35,212 +1,020	+3%	+$31.7K	0.51%	30
2025 Q4	$1.11M	Buy	34,192 +2,331	+7%	+$75.8K	0.36%	27
2025 Q3	$1.02M	Buy	31,861 +2,514	+9%	+$76.6K	0.47%	30
2025 Q2	$857K	Buy	29,347 +260	+0.9%	+$6.87K	0.42%	31
2025 Q1	$728K	Buy	29,087 +8,262	+40%	+$226K	0.4%	30
2024 Q4	$580K	Buy	20,825 +4,993	+32%	+$137K	0.3%	39
2024 Q3	$412K	Buy	15,832 +2,016	+15%	+$50.7K	0.21%	44
2024 Q2	$348K	Buy	13,816 +2,516	+22%	+$59.4K	0.19%	48
2024 Q1	$262K	Buy	11,300 +5,304	+88%	+$117K	0.15%	56
2023 Q4	$124K	Buy	5,996 +3,260	+119%	+$63.1K	0.11%	84
2023 Q3	$49.7K	Buy	2,736 +736	+37%	+$13.9K	0.03%	140
2023 Q2	$37.5K	Hold	2,000	–	–	0.02%	170
2023 Q1	$32.6K	Hold	2,000	–	–	0.02%	183
2022 Q4	$27.5K	Hold	2,000	–	–	0.02%	201
2022 Q3	$28K	Hold	2,000	–	–	0.02%	202
2022 Q2	$29K	Hold	2,000	–	–	0.02%	206
2022 Q1	$38K	Hold	2,000	–	–	0.02%	201
2021 Q4	$41K	Hold	2,000	–	–	0.02%	199
2021 Q3	$37K	Hold	2,000	–	–	0.02%	206
2021 Q2	$36K	Hold	2,000	–	–	0.02%	212
2021 Q1	$33K	Hold	2,000	–	–	0.02%	229
2020 Q4	$33K	Hold	2,000	–	–	0.02%	220
2020 Q3	$29K	Hold	2,000	–	–	0.02%	221
2020 Q2	$25K	Buy	+2,000	New	+$23.3K	0.03%	238

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bellevue Asset Management's SCHG Position: Q2 2026 in Review

Bellevue Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q2 2026, selling an estimated $20.6K and leaving 34,589 shares worth $1.17M. The position accounts for 0.54% of the portfolio, ranked #32.

Bellevue Asset Management first reported a position in SCHG in Q2 2020 and has held it in 25 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bellevue Asset Management held 34,589 shares of Schwab US Large-Cap Growth ETF worth $1.17M as of Q2 2026.
Bellevue Asset Management sold 623 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $20.6K.
Schwab US Large-Cap Growth ETF made up 0.54% of Bellevue Asset Management's portfolio in Q2 2026, its #32 holding.
Bellevue Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.