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

Belpointe 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	$63.8M	Buy	1,885,406 +21,121	+1%	+$700K	2.08%	6
2026 Q1	$54.3M	Buy	1,864,285 +14,364	+0.8%	+$447K	1.98%	7
2025 Q4	$60.3M	Buy	1,849,921 +28,787	+2%	+$936K	2.18%	6
2025 Q3	$58.1M	Buy	1,821,134 +95,857	+6%	+$2.92M	2.22%	6
2025 Q2	$50.4M	Buy	1,725,277 +582,673	+51%	+$15.4M	2.1%	6
2025 Q1	$28.6M	Buy	1,142,604 +1,135,776	+16,634%	+$31.1M	1.49%	12
2024 Q4	$694K	Sell	6,828 -21,160	-76%	-$579K	0.04%	427
2024 Q3	$729K	Buy	27,988 +9,196	+49%	+$231K	0.04%	399
2024 Q2	$474K	Buy	18,792 +152	+0.8%	+$3.59K	0.03%	476
2024 Q1	$432K	Sell	18,640 -460	-2%	-$10.2K	0.03%	472
2023 Q4	$396K	Sell	19,100 -416	-2%	-$8.05K	0.03%	437
2023 Q3	$355K	Sell	19,516 -1,096	-5%	-$20.6K	0.04%	422
2023 Q2	$386K	Sell	20,612 -40,452	-66%	-$694K	0.04%	369
2023 Q1	$995K	Sell	61,064 -35,660	-37%	-$541K	0.05%	333
2022 Q4	$1.34M	Sell	96,724 -17,824	-16%	-$256K	0.08%	251
2022 Q3	$1.6M	Sell	114,548 -342,476	-75%	-$5.37M	0.11%	200
2022 Q2	$6.63M	Buy	457,024 +357,576	+360%	+$5.72M	0.44%	35
2022 Q1	$1.86M	Buy	99,448 +22,904	+30%	+$418K	0.11%	191
2021 Q4	$1.57M	Buy	76,544 +5,448	+8%	+$109K	0.1%	210
2021 Q3	$1.32M	Buy	71,096 +9,208	+15%	+$175K	0.09%	241
2021 Q2	$1.13M	Buy	61,888 +17,360	+39%	+$300K	0.08%	266
2021 Q1	$722K	Buy	44,528 +6,072	+16%	+$98.8K	0.06%	315
2020 Q4	$617K	Sell	38,456 -50,840	-57%	-$771K	0.06%	351
2020 Q3	$1.29M	Sell	89,296 -12,112	-12%	-$169K	0.14%	157
2020 Q2	$1.29M	Buy	101,408 +408	+0.4%	+$4.76K	0.17%	127
2020 Q1	$1.01M	Buy	101,000 +71,688	+245%	+$818K	0.18%	130
2019 Q4	$341K	Buy	29,312 +48	+0.2%	+$529	0.04%	415
2019 Q3	$307K	Buy	+29,264	New	+$308K	0.05%	387
2018 Q4	–	Sell	-39,128	Closed	-$401K	–	609
2018 Q3	$401K	Buy	+39,128	New	+$390K	0.06%	303

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

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

Belpointe Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q2 2026, buying an estimated $700K and bringing the position to 1,885,406 shares worth $63.8M. The position accounts for 2.08% of the portfolio, ranked #6.

Belpointe Asset Management first reported a position in SCHG in Q3 2018 and has held it in 29 quarters since. 1,657 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Belpointe Asset Management held 1,885,406 shares of Schwab US Large-Cap Growth ETF worth $63.8M as of Q2 2026.
Belpointe Asset Management bought 21,121 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $700K.
Schwab US Large-Cap Growth ETF made up 2.08% of Belpointe Asset Management's portfolio in Q2 2026, its #6 holding.
Belpointe Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 29 quarters since.
1,657 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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