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Clark Capital Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clark Capital Management Group’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
Q1 		$134M Buy
4,616,512
+55,561
+1% +$1.73M 0.83% 24
2025
Q4 		$149M Buy
4,560,951
+201,100
+5% +$6.54M 0.91% 21
2025
Q3 		$139M Sell
4,359,851
-266,829
-6% -$8.13M 0.87% 19
2025
Q2 		$135M Sell
4,626,680
-24,737
-0.5% -$654K 0.94% 20
2025
Q1 		$116M Buy
4,651,417
+1,672,508
+56% +$45.8M 0.83% 24
2024
Q4 		$83M Buy
2,978,909
+100,265
+3% +$2.74M 0.58% 47
2024
Q3 		$75M Buy
2,878,644
+184,728
+7% +$4.65M 0.51% 55
2024
Q2 		$67.9M Buy
2,693,916
+985,028
+58% +$23.2M 0.5% 56
2024
Q1 		$39.6M Sell
1,708,888
-193,000
-10% -$4.27M 0.3% 93
2023
Q4 		$39.4M Buy
1,901,888
+381,836
+25% +$7.39M 0.32% 97
2023
Q3 		$27.6M Sell
1,520,052
-695,224
-31% -$13.1M 0.28% 125
2023
Q2 		$41.5M Sell
2,215,276
-963,652
-30% -$16.5M 0.37% 72
2023
Q1 		$51.8M Sell
3,178,928
-256,012
-7% -$3.89M 0.58% 38
2022
Q4 		$47.7M Buy
+3,434,940
New +$49.4M 0.44% 50
2022
Q3 		– Sell
-830,212
Closed -$12M – 372
2022
Q2 		$12M Sell
830,212
-844,156
-50% -$13.5M 0.16% 152
2022
Q1 		$31.3M Buy
1,674,368
+705,256
+73% +$12.9M 0.35% 90
2021
Q4 		$19.8M Buy
969,112
+14,392
+2% +$288K 0.24% 150
2021
Q3 		$17.7M Sell
954,720
-456,976
-32% -$8.71M 0.24% 148
2021
Q2 		$25.8M Buy
1,411,696
+28,624
+2% +$495K 0.36% 114
2021
Q1 		$22.4M Buy
1,383,072
+765,208
+124% +$12.5M 0.34% 127
2020
Q4 		$9.92M Buy
617,864
+101,088
+20% +$1.53M 0.16% 159
2020
Q3 		$7.44M Sell
516,776
-76,992
-13% -$1.07M 0.14% 155
2020
Q2 		$7.54M Sell
593,768
-1,376,672
-70% -$16.1M 0.14% 144
2020
Q1 		$19.6M Buy
1,970,440
+1,539,184
+357% +$17.6M 0.5% 71
2019
Q4 		$5.01M Sell
431,256
-184,200
-30% -$2.03M 0.1% 138
2019
Q3 		$6.46M Sell
615,456
-18,608
-3% -$196K 0.15% 129
2019
Q2 		$6.59M Buy
634,064
+271,848
+75% +$2.76M 0.14% 133
2019
Q1 		$3.6M Sell
362,216
-21,632
-6% -$205K 0.09% 150
2018
Q4 		$3.31M Buy
383,848
+416
+0.1% +$3.88K 0.09% 141
2018
Q3 		$3.93M Sell
383,432
-15,240
-4% -$152K 0.1% 140
2018
Q2 		$3.78M Buy
+398,672
New +$3.71M 0.11% 139

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Clark Capital Management Group's SCHG Position: Q1 2026 in Review

Clark Capital Management Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q1 2026, buying an estimated $1.73M and bringing the position to 4,616,512 shares worth $134M. The position accounts for 0.83% of the portfolio, ranked #24.

Clark Capital Management Group first reported a position in SCHG in Q2 2018 and has held it in 31 quarters since. The position peaked at $149M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Clark Capital Management Group held 4,616,512 shares of Schwab US Large-Cap Growth ETF worth $134M as of Q1 2026.
  • Clark Capital Management Group bought 55,561 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.73M.
  • Schwab US Large-Cap Growth ETF made up 0.83% of Clark Capital Management Group's portfolio in Q1 2026, its #24 holding.
  • Clark Capital Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • Clark Capital Management Group's Schwab US Large-Cap Growth ETF position peaked at $149M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.