Clear Creek Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clear Creek Financial Management’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	$2.42M	Buy	82,953 +6,214	+8%	+$193K	0.19%	121
2025 Q4	$2.5M	Buy	76,739 +7,157	+10%	+$233K	0.2%	112
2025 Q3	$2.22M	Buy	69,582 +27,881	+67%	+$850K	0.19%	121
2025 Q2	$1.22M	Buy	41,701 +32,423	+349%	+$857K	0.12%	192
2025 Q1	$232K	Buy	+9,278	New	+$254K	0.02%	461
2024 Q4	–	Sell	-7,796	Closed	-$203K	–	508
2024 Q3	$203K	Buy	+7,796	New	+$196K	0.02%	435
2021 Q4	–	Sell	-267,016	Closed	-$4.94M	–	384
2021 Q3	$4.94M	Buy	+267,016	New	+$5.09M	0.79%	34

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

Clear Creek Financial Management's SCHG Position: Q1 2026 in Review

Clear Creek Financial Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.1% in Q1 2026, buying an estimated $193K and bringing the position to 82,953 shares worth $2.42M. The position accounts for 0.19% of the portfolio, ranked #121.

Clear Creek Financial Management first reported a position in SCHG in Q3 2021 and has held it in 7 quarters since. The position peaked at $4.94M in Q3 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Clear Creek Financial Management held 82,953 shares of Schwab US Large-Cap Growth ETF worth $2.42M as of Q1 2026.
Clear Creek Financial Management bought 6,214 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $193K.
Schwab US Large-Cap Growth ETF made up 0.19% of Clear Creek Financial Management's portfolio in Q1 2026, its #121 holding.
Clear Creek Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 7 quarters since.
Clear Creek Financial Management's Schwab US Large-Cap Growth ETF position peaked at $4.94M in Q3 2021.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.