BFG
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Berger Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Berger Financial Group’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 		$96.2M Buy
2,842,453
+244,735
+9% +$8.11M 4.91% 2
2026
Q1 		$75.7M Buy
2,597,718
+302,290
+13% +$9.4M 4.24% 4
2025
Q4 		$74.9M Buy
2,295,428
+27,587
+1% +$897K 4.33% 3
2025
Q3 		$72.4M Sell
2,267,841
-3,873
-0.2% -$118K 4.33% 3
2025
Q2 		$66.4M Buy
2,271,714
+64,483
+3% +$1.7M 4.29% 4
2025
Q1 		$55.3M Buy
2,207,231
+68,060
+3% +$1.86M 3.84% 4
2024
Q4 		$59.6M Buy
2,139,171
+139,311
+7% +$3.81M 4.11% 4
2024
Q3 		$52.1M Buy
1,999,860
+137,300
+7% +$3.46M 3.76% 5
2024
Q2 		$47M Buy
1,862,560
+349,472
+23% +$8.24M 3.74% 5
2024
Q1 		$35.1M Sell
1,513,088
-33,760
-2% -$747K 2.89% 6
2023
Q4 		$32.1M Buy
1,546,848
+68,156
+5% +$1.32M 3.32% 6
2023
Q3 		$26.9M Buy
1,478,692
+127,592
+9% +$2.4M 3.09% 6
2023
Q2 		$25.3M Buy
1,351,100
+111,440
+9% +$1.91M 2.87% 8
2023
Q1 		$20.2M Buy
1,239,660
+86,452
+7% +$1.31M 2.43% 10
2022
Q4 		$16M Buy
1,153,208
+64,276
+6% +$924K 2.11% 11
2022
Q3 		$15.2M Buy
1,088,932
+60,476
+6% +$947K 2.23% 9
2022
Q2 		$14.9M Buy
1,028,456
+48,576
+5% +$777K 2.18% 10
2022
Q1 		$18.3M Buy
979,880
+217,360
+29% +$3.96M 2.33% 9
2021
Q4 		$15.6M Buy
762,520
+144,744
+23% +$2.89M 2.07% 9
2021
Q3 		$11.4M Buy
617,776
+52,736
+9% +$1M 2.06% 11
2021
Q2 		$10.3M Buy
565,040
+84,416
+18% +$1.46M 1.86% 11
2021
Q1 		$7.8M Sell
480,624
-117,264
-20% -$1.91M 1.7% 12
2020
Q4 		$9.6M Buy
+597,888
New +$9.07M 1.68% 12

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Berger Financial Group's SCHG Position: Q2 2026 in Review

Berger Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.4% in Q2 2026, buying an estimated $8.11M and bringing the position to 2,842,453 shares worth $96.2M. The position accounts for 4.91% of the portfolio, ranked #2.

Berger Financial Group first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 1,255 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Berger Financial Group held 2,842,453 shares of Schwab US Large-Cap Growth ETF worth $96.2M as of Q2 2026.
  • Berger Financial Group bought 244,735 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.11M.
  • Schwab US Large-Cap Growth ETF made up 4.91% of Berger Financial Group's portfolio in Q2 2026, its #2 holding.
  • Berger Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.