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

Bellwether 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	$248K	Hold	7,341	–	–	0.04%	155
2026 Q1	$214K	Hold	7,341	–	–	0.04%	155
2025 Q4	$239K	Hold	7,341	–	–	0.04%	124
2025 Q3	$234K	Hold	7,341	–	–	0.04%	128
2025 Q2	$214K	Hold	7,341	–	–	0.04%	120
2025 Q1	$184K	Hold	7,341	–	–	0.04%	131
2024 Q4	$205K	Buy	+7,341	New	+$201K	0.04%	129
2023 Q1	–	Sell	-12	Closed	-$182	–	529
2022 Q4	$166	Buy	+12	New	+$173	﹤0.01%	419

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

Bellwether Advisors's SCHG Position: Q2 2026 in Review

Bellwether Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,341 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #155.

Bellwether Advisors first reported a position in SCHG in Q4 2022 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bellwether Advisors held 7,341 shares of Schwab US Large-Cap Growth ETF worth $248K as of Q2 2026.
Bellwether Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.04% of Bellwether Advisors's portfolio in Q2 2026, its #155 holding.
Bellwether Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.