Clayton Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clayton Financial 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 Q2	–	Sell	-9	Closed	-$262	–	471
2026 Q1	$262	Sell	9 -1	-10%	-$31	﹤0.01%	610
2025 Q4	$341	Buy	+10	New	+$325	﹤0.01%	592
2025 Q2	–	Sell	-108,942	Closed	-$2.73M	–	97
2025 Q1	$2.73M	Sell	108,942 -6,937	-6%	-$190K	1%	24
2024 Q4	$3.23M	Buy	115,879 +339	+0.3%	+$9.27K	1.16%	23
2024 Q3	$3.01M	Buy	115,540 +10,700	+10%	+$269K	1.13%	23
2024 Q2	$2.43M	Buy	104,840 +14,980	+17%	+$353K	1.05%	23
2024 Q1	$2.08M	Buy	89,860 +4,512	+5%	+$99.8K	0.95%	24
2023 Q4	$1.77M	Buy	+85,348	New	+$1.65M	1.1%	23

Other funds holding SCHG

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

HWA

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

PAS

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clayton Financial Group's SCHG Position: Q2 2026 in Review

Clayton Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 9 shares — an estimated $262 sold.

Clayton Financial Group first reported a position in SCHG in Q4 2023 and held it in 8 quarters. The position peaked at $3.23M in Q4 2024. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Clayton Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 9 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $262.
Clayton Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 8 quarters.
Clayton Financial Group's Schwab US Large-Cap Growth ETF position peaked at $3.23M in Q4 2024.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.