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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$31.5M Sell
931,425
-330,270
-26% -$10.9M 0.41% 37
2026
Q1 		$36.8M Sell
1,261,695
-303,485
-19% -$9.43M 0.54% 34
2025
Q4 		$51.1M Sell
1,565,180
-31,926
-2% -$1.04M 0.77% 27
2025
Q3 		$51M Sell
1,597,106
-498,075
-24% -$15.2M 0.8% 27
2025
Q2 		$61.2M Sell
2,095,181
-32,430
-2% -$857K 1.03% 22
2025
Q1 		$53.3M Sell
2,127,611
-89,389
-4% -$2.45M 0.99% 23
2024
Q4 		$61.8M Sell
2,217,000
-21,772
-1% -$595K 1.2% 23
2024
Q3 		$58.3M Sell
2,238,772
-75,472
-3% -$1.9M 1.34% 23
2024
Q2 		$58.3M Sell
2,314,244
-14,152
-0.6% -$334K 1.25% 22
2024
Q1 		$54M Sell
2,328,396
-61,688
-3% -$1.36M 1.23% 22
2023
Q4 		$49.6M Sell
2,390,084
-94,240
-4% -$1.82M 1.23% 25
2023
Q3 		$45.2M Sell
2,484,324
-68,720
-3% -$1.29M 1.26% 24
2023
Q2 		$47.8M Sell
2,553,044
-42,556
-2% -$730K 1.34% 23
2023
Q1 		$42.3M Buy
2,595,600
+25,376
+1% +$385K 1.25% 26
2022
Q4 		$35.7M Buy
+2,570,224
New +$37M 1.33% 21
2022
Q3 		– Sell
-2,659,824
Closed -$38.6M – 149
2022
Q2 		$38.6M Sell
2,659,824
-93,224
-3% -$1.49M 1.6% 20
2022
Q1 		$51.5M Sell
2,753,048
-118,320
-4% -$2.16M 1.84% 16
2021
Q4 		$58.8M Sell
2,871,368
-46,280
-2% -$925K 2.14% 14
2021
Q3 		$54M Sell
2,917,648
-19,024
-0.6% -$362K 2.12% 14
2021
Q2 		$53.6M Sell
2,936,672
-81,432
-3% -$1.41M 2.2% 13
2021
Q1 		$49M Buy
3,018,104
+1,025,224
+51% +$16.7M 2.31% 15
2020
Q4 		$32M Sell
1,992,880
-139,072
-7% -$2.11M 1.57% 20
2020
Q3 		$30.7M Sell
2,131,952
-114,432
-5% -$1.59M 1.73% 18
2020
Q2 		$28.5M Buy
+2,246,384
New +$26.2M 1.74% 16
2019
Q4 		$32.2M Sell
2,770,688
-137,440
-5% -$1.51M 2.56% 11
2019
Q3 		$30.5M Sell
2,908,128
-58,008
-2% -$611K 2.67% 9
2019
Q2 		$30.9M Sell
2,966,136
-76,576
-3% -$778K 3.09% 7
2019
Q1 		$30.2M Sell
3,042,712
-240,256
-7% -$2.27M 3.3% 7
2018
Q4 		$28.3M Sell
3,282,968
-120,512
-4% -$1.12M 2.82% 8
2018
Q3 		$34.9M Sell
3,403,480
-155,144
-4% -$1.55M 3.25% 8
2018
Q2 		$33.7M Sell
3,558,624
-96,232
-3% -$896K 3.3% 8
2018
Q1 		$32.8M Sell
3,654,856
-52,416
-1% -$483K 3.28% 8
2017
Q4 		$32.8M Sell
3,707,272
-169,744
-4% -$1.46M 3.37% 9
2017
Q3 		$32M Sell
3,877,016
-79,688
-2% -$646K 3.39% 8
2017
Q2 		$31.3M Sell
3,956,704
-168,296
-4% -$1.31M 3.49% 8
2017
Q1 		$31.2M Sell
4,125,000
-40,000
-1% -$296K 3.49% 7
2016
Q4 		$29.1M Sell
4,165,000
-116,248
-3% -$804K 3.32% 6
2016
Q3 		$29.7M Sell
4,281,248
-300,176
-7% -$2.06M 3.62% 6
2016
Q2 		$30M Sell
4,581,424
-672,056
-13% -$4.42M 4.34% 8
2016
Q1 		$34.4M Sell
5,253,480
-1,616,832
-24% -$10M 5.4% 4
2015
Q4 		$45.4M Sell
6,870,312
-943,184
-12% -$6.29M 7.62% 3
2015
Q3 		$48.8M Sell
7,813,496
-1,977,224
-20% -$13.2M 9.17% 1
2015
Q2 		$65.7M Sell
9,790,720
-2,180,448
-18% -$14.9M 13.11% 1
2015
Q1 		$80.6M Sell
11,971,168
-851,608
-7% -$5.64M 17.94% 1
2014
Q4 		$83M Buy
12,822,776
+503,120
+4% +$3.17M 17.97% 1
2014
Q3 		$75.7M Buy
12,319,656
+1,385,872
+13% +$8.53M 16.19% 1
2014
Q2 		$66.3M Buy
10,933,784
+2,039,896
+23% +$11.9M 13.05% 1
2014
Q1 		$51.1M Buy
8,893,888
+2,964,760
+50% +$16.8M 11.3% 1
2013
Q4 		$33.5M Buy
5,929,128
+679,896
+13% +$3.68M 8.4% 2
2013
Q3 		$27M Buy
5,249,232
+4,676,496
+817% +$23.6M 7.32% 3
2013
Q2 		$2.73M Buy
+572,736
New +$2.74M 7.47% 5

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 26% in Q2 2026, selling an estimated $10.9M and leaving 931,425 shares worth $31.5M. The position accounts for 0.41% of the portfolio, ranked #37.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHG in Q2 2013 and has held it in 51 quarters since. The position peaked at $83M in Q4 2014. 355 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 931,425 shares of Schwab US Large-Cap Growth ETF worth $31.5M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 330,270 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $10.9M.
  • Schwab US Large-Cap Growth ETF made up 0.41% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $83M in Q4 2014.
  • 355 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.