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 Q2	$11M	Buy	325,020 +19,755	+6%	+$655K	0.1%	214
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

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

Benjamin Edwards Inc's SCHG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.5% in Q2 2026, buying an estimated $655K and bringing the position to 325,020 shares worth $11M. The position accounts for 0.1% of the portfolio, ranked #214.

Benjamin Edwards Inc first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Benjamin Edwards Inc held 325,020 shares of Schwab US Large-Cap Growth ETF worth $11M as of Q2 2026.
Benjamin Edwards Inc bought 19,755 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $655K.
Schwab US Large-Cap Growth ETF made up 0.1% of Benjamin Edwards Inc's portfolio in Q2 2026, its #214 holding.
Benjamin Edwards Inc first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.