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Bigelow Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bigelow Investment Advisors’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 		$5.46M Buy
161,426
+3,304
+2% +$109K 1.98% 9
2026
Q1 		$4.61M Sell
158,122
-2,530
-2% -$78.6K 1.84% 12
2025
Q4 		$5.24M Buy
160,652
+1,792
+1% +$58.3K 2.05% 9
2025
Q3 		$5.07M Buy
158,860
+3,276
+2% +$99.8K 2.04% 11
2025
Q2 		$4.54M Buy
155,584
+517
+0.3% +$13.7K 2% 10
2025
Q1 		$3.88M Sell
155,067
-4,120
-3% -$113K 1.84% 10
2024
Q4 		$4.44M Sell
159,187
-3,321
-2% -$90.8K 2.08% 10
2024
Q3 		$4.23M Buy
162,508
+6,672
+4% +$168K 1.89% 10
2024
Q2 		$3.93M Buy
155,836
+18,432
+13% +$435K 1.88% 10
2024
Q1 		$3.19M Buy
137,404
+312
+0.2% +$6.9K 1.57% 11
2023
Q4 		$2.84M Buy
137,092
+7,740
+6% +$150K 1.54% 14
2023
Q3 		$2.35M Sell
129,352
-2,176
-2% -$41K 1.35% 17
2023
Q2 		$2.46M Buy
131,528
+12,792
+11% +$219K 1.35% 17
2023
Q1 		$1.93M Sell
118,736
-4,552
-4% -$69.1K 1.11% 19
2022
Q4 		$1.71M Buy
123,288
+14,572
+13% +$210K 0.99% 25
2022
Q3 		$1.52M Sell
108,716
-19,928
-15% -$312K 0.91% 27
2022
Q2 		$1.86M Sell
128,644
-7,168
-5% -$115K 1.03% 22
2022
Q1 		$2.54M Sell
135,812
-38,412
-22% -$701K 1.19% 18
2021
Q4 		$3.57M Buy
174,224
+3,480
+2% +$69.6K 1.62% 13
2021
Q3 		$3.16M Buy
170,744
+21,376
+14% +$407K 1.56% 14
2021
Q2 		$2.73M Hold
149,368
– – 1.32% 15
2021
Q1 		$2.42M Sell
149,368
-168
-0.1% -$2.73K 1.23% 18
2020
Q4 		$2.4M Buy
149,536
+15,064
+11% +$228K 1.27% 18
2020
Q3 		$1.94M Buy
134,472
+2,408
+2% +$33.6K 1.15% 18
2020
Q2 		$1.68M Buy
+132,064
New +$1.54M 1.09% 18

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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

Bigelow Investment Advisors's SCHG Position: Q2 2026 in Review

Bigelow Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q2 2026, buying an estimated $109K and bringing the position to 161,426 shares worth $5.46M. The position accounts for 1.98% of the portfolio, ranked #9.

Bigelow Investment Advisors first reported a position in SCHG in Q2 2020 and has held it in 25 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Bigelow Investment Advisors held 161,426 shares of Schwab US Large-Cap Growth ETF worth $5.46M as of Q2 2026.
  • Bigelow Investment Advisors bought 3,304 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $109K.
  • Schwab US Large-Cap Growth ETF made up 1.98% of Bigelow Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Bigelow Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.