Clarity Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clarity Capital 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	$1.86M	Buy	54,981 +16	+0%	+$530	0.78%	32
2026 Q1	$1.6M	Buy	54,965 +20	+0%	+$622	0.75%	33
2025 Q4	$1.79M	Buy	54,945 +25,926	+89%	+$843K	0.9%	27
2025 Q3	$926K	Buy	29,019 +4	+0%	+$122	0.5%	38
2025 Q2	$848K	Buy	29,015 +5	+0%	+$132	0.49%	38
2025 Q1	$726K	Buy	29,010 +5	+0%	+$137	0.48%	39
2024 Q4	$808K	Buy	29,005 +33	+0.1%	+$902	0.54%	37
2024 Q3	$755K	Buy	28,972 +60	+0.2%	+$1.51K	0.54%	35
2024 Q2	$729K	Hold	28,912	–	–	0.56%	35
2024 Q1	$670K	Buy	28,912 +40	+0.1%	+$885	0.53%	36
2023 Q4	$599K	Buy	+28,872	New	+$558K	0.52%	36

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clarity Capital Advisors's SCHG Position: Q2 2026 in Review

Clarity Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, buying an estimated $530 and bringing the position to 54,981 shares worth $1.86M. The position accounts for 0.78% of the portfolio, ranked #32.

Clarity Capital Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Clarity Capital Advisors held 54,981 shares of Schwab US Large-Cap Growth ETF worth $1.86M as of Q2 2026.
Clarity Capital Advisors bought 16 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $530.
Schwab US Large-Cap Growth ETF made up 0.78% of Clarity Capital Advisors's portfolio in Q2 2026, its #32 holding.
Clarity Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
866 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.