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Berkeley Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Berkeley Capital Partners’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 		– Sell
-7,100
Closed -$207K – 212
2026
Q1 		$207K Sell
7,100
-528
-7% -$16.4K 0.05% 174
2025
Q4 		$249K Sell
7,628
-290
-4% -$9.43K 0.06% 169
2025
Q3 		$253K Buy
+7,918
New +$241K 0.06% 163

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berkeley Capital Partners's SCHG Position: Q2 2026 in Review

Berkeley Capital Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 7,100 shares — an estimated $207K sold.

Berkeley Capital Partners first reported a position in SCHG in Q3 2025 and held it in 3 quarters. The position peaked at $253K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Berkeley Capital Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Berkeley Capital Partners sold 7,100 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $207K.
  • Berkeley Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 3 quarters.
  • Berkeley Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $253K in Q3 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.