Clean Yield Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clean Yield 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	–	Sell	-608	Closed	-$19.8K	–	413
2025 Q4	$19.8K	Hold	608	–	–	0.01%	288
2025 Q3	$19.4K	Hold	608	–	–	0.01%	290
2025 Q2	$17.8K	Hold	608	–	–	0.01%	278
2025 Q1	$15.2K	Hold	608	–	–	0.01%	294
2024 Q4	$16.9K	Hold	608	–	–	0.01%	303
2024 Q3	$15.8K	Sell	608 -400	-40%	-$10.1K	0.01%	304
2024 Q2	$25.4K	Hold	1,008	–	–	0.01%	272
2024 Q1	$23.4K	Hold	1,008	–	–	0.01%	280
2023 Q4	$20.9K	Hold	1,008	–	–	0.01%	278
2023 Q3	$19.1K	Hold	1,008	–	–	0.01%	282
2023 Q2	$18.9K	Hold	1,008	–	–	0.01%	294
2023 Q1	$16.4K	Hold	1,008	–	–	0.01%	297
2022 Q4	$14K	Hold	1,008	–	–	0.01%	316
2022 Q3	$14K	Hold	1,008	–	–	0.01%	307
2022 Q2	$15K	Hold	1,008	–	–	0.01%	309
2022 Q1	$19K	Sell	1,008 -1,008	-50%	-$18.4K	0.01%	315
2021 Q4	$41K	Hold	2,016	–	–	0.01%	281
2021 Q3	$37K	Hold	2,016	–	–	0.01%	283
2021 Q2	$37K	Buy	+2,016	New	+$34.9K	0.01%	272

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Clean Yield Group's SCHG Position: Q1 2026 in Review

Clean Yield Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 608 shares — an estimated $19.8K sold.

Clean Yield Group first reported a position in SCHG in Q2 2021 and held it in 19 quarters. The position peaked at $41K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Clean Yield Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 608 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $19.8K.
Clean Yield Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and held it in 19 quarters.
Clean Yield Group's Schwab US Large-Cap Growth ETF position peaked at $41K in Q4 2021.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.