BG Investment Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BG Investment Services’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	$3.13M	Buy	92,584 +6,806	+8%	+$226K	2.26%	9
2026 Q1	$2.5M	Buy	85,778 +13,101	+18%	+$407K	2.07%	11
2025 Q4	$2.37M	Buy	72,677 +20,817	+40%	+$677K	2.11%	11
2025 Q3	$1.65M	Buy	51,860 +41,828	+417%	+$1.27M	1.63%	16
2025 Q2	$293K	Buy	+10,032	New	+$265K	0.37%	36

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

BG Investment Services's SCHG Position: Q2 2026 in Review

BG Investment Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.9% in Q2 2026, buying an estimated $226K and bringing the position to 92,584 shares worth $3.13M. The position accounts for 2.26% of the portfolio, ranked #9.

BG Investment Services first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

BG Investment Services held 92,584 shares of Schwab US Large-Cap Growth ETF worth $3.13M as of Q2 2026.
BG Investment Services bought 6,806 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $226K.
Schwab US Large-Cap Growth ETF made up 2.26% of BG Investment Services's portfolio in Q2 2026, its #9 holding.
BG Investment Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.