Cladis Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cladis Investment Advisory’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	$255K	Hold	7,536	–	–	0.12%	149
2026 Q1	$220K	Hold	7,536	–	–	0.12%	147
2025 Q4	$246K	Hold	7,536	–	–	0.13%	137
2025 Q3	$240K	Hold	7,536	–	–	0.14%	131
2025 Q2	$220K	Buy	+7,536	New	+$199K	0.14%	127
2025 Q1	–	Sell	-7,536	Closed	-$210K	–	141
2024 Q4	$210K	Buy	+7,536	New	+$206K	0.15%	120

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cladis Investment Advisory's SCHG Position: Q2 2026 in Review

Cladis Investment Advisory held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,536 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #149.

Cladis Investment Advisory first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cladis Investment Advisory held 7,536 shares of Schwab US Large-Cap Growth ETF worth $255K as of Q2 2026.
Cladis Investment Advisory left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.12% of Cladis Investment Advisory's portfolio in Q2 2026, its #149 holding.
Cladis Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.