Bennett Selby Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bennett Selby Investments’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	$200K	Buy	+5,924	New	+$196K	0.06%	85

Other funds holding SCHG

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Bennett Selby Investments's SCHG Position: Q2 2026 in Review

Bennett Selby Investments opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 5,924 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings.

978 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bennett Selby Investments held 5,924 shares of Schwab US Large-Cap Growth ETF worth $200K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Bennett Selby Investments position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.06% of Bennett Selby Investments's portfolio in Q2 2026, its #85 holding.
978 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.