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

Claro 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
Q1 		$6.44M Buy
221,094
+189
+0.1% +$5.88K 0.78% 27
2025
Q4 		$7.21M Sell
220,905
-16,174
-7% -$526K 0.98% 22
2025
Q3 		$7.57M Buy
237,079
+5,251
+2% +$160K 1.1% 20
2025
Q2 		$6.77M Sell
231,828
-100,029
-30% -$2.64M 1.12% 18
2025
Q1 		$8.31M Buy
331,857
+7,331
+2% +$201K 1.11% 17
2024
Q4 		$9.04M Sell
324,526
-113,294
-26% -$3.1M 1.22% 16
2024
Q3 		$11.4M Buy
437,820
+7,636
+2% +$192K 1.47% 13
2024
Q2 		$10.8M Sell
430,184
-70,020
-14% -$1.65M 1.69% 12
2024
Q1 		$11.6M Sell
500,204
-115,508
-19% -$2.55M 2.01% 6
2023
Q4 		$12.8M Buy
615,712
+129,248
+27% +$2.5M 2.77% 5
2023
Q3 		$8.84M Buy
486,464
+41,864
+9% +$788K 2.21% 5
2023
Q2 		$8.33M Buy
444,600
+247,232
+125% +$4.24M 2.07% 5
2023
Q1 		$3.22M Buy
197,368
+95,632
+94% +$1.45M 0.94% 16
2022
Q4 		$1.41M Buy
+101,736
New +$1.46M 0.46% 53

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

Claro Advisors's SCHG Position: Q1 2026 in Review

Claro Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.09% in Q1 2026, buying an estimated $5.88K and bringing the position to 221,094 shares worth $6.44M. The position accounts for 0.78% of the portfolio, ranked #27.

Claro Advisors first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.8M in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Claro Advisors held 221,094 shares of Schwab US Large-Cap Growth ETF worth $6.44M as of Q1 2026.
  • Claro Advisors bought 189 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $5.88K.
  • Schwab US Large-Cap Growth ETF made up 0.78% of Claro Advisors's portfolio in Q1 2026, its #27 holding.
  • Claro Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Claro Advisors's Schwab US Large-Cap Growth ETF position peaked at $12.8M in Q4 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.