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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
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

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

Berkeley Capital Partners's SCHG Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.9% in Q1 2026, selling an estimated $16.4K and leaving 7,100 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #174.

Berkeley Capital Partners first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Berkeley Capital Partners held 7,100 shares of Schwab US Large-Cap Growth ETF worth $207K as of Q1 2026.
  • Berkeley Capital Partners sold 528 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.4K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #174 holding.
  • Berkeley Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Berkeley Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $253K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.