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Benjamin Edwards Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Benjamin Edwards Inc’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 		$8.89M Buy
305,265
+14,553
+5% +$452K 0.09% 234
2025
Q4 		$9.49M Sell
290,712
-634
-0.2% -$20.6K 0.11% 198
2025
Q3 		$9.3M Buy
291,346
+22,711
+8% +$692K 0.11% 199
2025
Q2 		$7.85M Buy
268,635
+17,741
+7% +$469K 0.1% 197
2025
Q1 		$6.28M Sell
250,894
-881
-0.3% -$24.1K 0.09% 220
2024
Q4 		$7.02M Sell
251,775
-3,213
-1% -$87.9K 0.1% 217
2024
Q3 		$6.64M Buy
+254,988
New +$6.42M 0.1% 223

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Benjamin Edwards Inc's SCHG Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5% in Q1 2026, buying an estimated $452K and bringing the position to 305,265 shares worth $8.89M. The position accounts for 0.09% of the portfolio, ranked #234.

Benjamin Edwards Inc first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.49M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Benjamin Edwards Inc held 305,265 shares of Schwab US Large-Cap Growth ETF worth $8.89M as of Q1 2026.
  • Benjamin Edwards Inc bought 14,553 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $452K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q1 2026, its #234 holding.
  • Benjamin Edwards Inc first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Benjamin Edwards Inc's Schwab US Large-Cap Growth ETF position peaked at $9.49M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.