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 Q3	$21.7M	Buy	604,517 +10,235	+2%	+$359K	11.28%	2
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Clark Wealth Partners's SCHG Position: Q3 2026 in Review

Clark Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q3 2026, buying an estimated $359K and bringing the position to 604,517 shares worth $21.7M. The position accounts for 11.28% of the portfolio, ranked #2.

Clark Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Clark Wealth Partners held 604,517 shares of Schwab US Large-Cap Growth ETF worth $21.7M as of Q3 2026.
Clark Wealth Partners bought 10,235 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $359K.
Schwab US Large-Cap Growth ETF made up 11.28% of Clark Wealth Partners's portfolio in Q3 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 8 quarters since.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.