Clark Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clark Wealth Partners’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	$20.1M	Buy	594,282 +13,883	+2%	+$460K	11.35%	2
2026 Q1	$16.9M	Sell	580,399 -32,602	-5%	-$1.01M	11.36%	2
2025 Q4	$20M	Hold	613,001	–	–	12.18%	1
2025 Q3	$20M	Buy	613,001 +291,915	+91%	+$8.9M	12.18%	1
2025 Q2	$9.38M	Buy	321,086 +18,320	+6%	+$484K	6.33%	6
2025 Q1	$7.58M	Sell	302,766 -2,969	-1%	-$81.3K	5.62%	7
2024 Q4	$8.52M	Buy	+305,735	New	+$8.36M	6.61%	6

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

Clark Wealth Partners's SCHG Position: Q2 2026 in Review

Clark Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q2 2026, buying an estimated $460K and bringing the position to 594,282 shares worth $20.1M. The position accounts for 11.35% of the portfolio, ranked #2.

Clark Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,612 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Clark Wealth Partners held 594,282 shares of Schwab US Large-Cap Growth ETF worth $20.1M as of Q2 2026.
Clark Wealth Partners bought 13,883 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $460K.
Schwab US Large-Cap Growth ETF made up 11.35% of Clark Wealth Partners's portfolio in Q2 2026, its #2 holding.
Clark Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,612 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.