Bright Futures Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bright Futures Wealth Management’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	$300K	Sell	8,863 -1,221	-12%	-$40.5K	0.19%	136
2026 Q1	$294K	Buy	10,084 +765	+8%	+$23.8K	0.2%	122
2025 Q4	$304K	Sell	9,319 -10,567	-53%	-$344K	0.23%	112
2025 Q3	$635K	Buy	+19,886	New	+$606K	0.5%	63
2025 Q1	$349K	Sell	15,163 -335	-2%	-$9.18K	0.38%	78
2024 Q4	$441K	Buy	+15,498	New	+$424K	0.39%	72

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

Bright Futures Wealth Management's SCHG Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, selling an estimated $40.5K and leaving 8,863 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #136.

Bright Futures Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $635K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bright Futures Wealth Management held 8,863 shares of Schwab US Large-Cap Growth ETF worth $300K as of Q2 2026.
Bright Futures Wealth Management sold 1,221 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $40.5K.
Schwab US Large-Cap Growth ETF made up 0.19% of Bright Futures Wealth Management's portfolio in Q2 2026, its #136 holding.
Bright Futures Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Bright Futures Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $635K in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.