Clear Investment Research’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $905K | Buy |
26,757
+43
| +0.2% | +$1.43K | 1.41% | 21 |
|
|
2026
Q1 | $778K | Hold |
26,714
| – | – | 1.22% | 21 |
|
|
2025
Q4 | $871K | Sell |
26,714
-84
| -0.3% | -$2.73K | 1.45% | 22 |
|
|
2025
Q3 | $855K | Sell |
26,798
-1,193
| -4% | -$36.4K | 1.15% | 23 |
|
|
2025
Q2 | $818K | Sell |
27,991
-428
| -2% | -$11.3K | 1.03% | 23 |
|
|
2025
Q1 | $712K | Buy |
28,419
+112
| +0.4% | +$3.07K | 0.95% | 25 |
|
|
2024
Q4 | $789K | Sell |
28,307
-325
| -1% | -$8.89K | 1.02% | 23 |
|
|
2024
Q3 | $746K | Hold |
28,632
| – | – | 0.97% | 24 |
|
|
2024
Q2 | $722K | Sell |
28,632
-232
| -0.8% | -$5.47K | 0.94% | 24 |
|
|
2024
Q1 | $669K | Sell |
28,864
-132
| -0.5% | -$2.92K | 0.9% | 24 |
|
|
2023
Q4 | $601K | Sell |
28,996
-700
| -2% | -$13.5K | 0.85% | 23 |
|
|
2023
Q3 | $540K | Buy |
29,696
+152
| +0.5% | +$2.86K | 0.94% | 24 |
|
|
2023
Q2 | $554K | Buy |
29,544
+3,184
| +12% | +$54.6K | 0.93% | 24 |
|
|
2023
Q1 | $429K | Hold |
26,360
| – | – | 0.75% | 25 |
|
|
2022
Q4 | $366K | Buy |
26,360
+296
| +1% | +$4.26K | 0.71% | 28 |
|
|
2022
Q3 | $364K | Hold |
26,064
| – | – | 0.77% | 27 |
|
|
2022
Q2 | $378K | Buy |
26,064
+4
| +0% | +$64 | 0.84% | 28 |
|
|
2022
Q1 | $487K | Buy |
26,060
+356
| +1% | +$6.49K | 0.95% | 24 |
|
|
2021
Q4 | $526K | Sell |
25,704
-8
| -0% | -$160 | 0.81% | 24 |
|
|
2021
Q3 | $476K | Buy |
25,712
+696
| +3% | +$13.3K | 0.77% | 23 |
|
|
2021
Q2 | $456K | Buy |
25,016
+192
| +0.8% | +$3.32K | 0.76% | 23 |
|
|
2021
Q1 | $403K | Hold |
24,824
| – | – | 0.73% | 24 |
|
|
2020
Q4 | $398K | Hold |
24,824
| – | – | 0.72% | 23 |
|
|
2020
Q3 | $357K | Buy |
24,824
+2,680
| +12% | +$37.4K | 0.72% | 25 |
|
|
2020
Q2 | $281K | Buy |
22,144
+1,232
| +6% | +$14.4K | 0.6% | 31 |
|
|
2020
Q1 | $208K | Hold |
20,912
| – | – | 0.51% | 34 |
|
|
2019
Q4 | $243K | Hold |
20,912
| – | – | 0.5% | 35 |
|
|
2019
Q3 | $220K | Hold |
20,912
| – | – | 0.47% | 35 |
|
|
2019
Q2 | $218K | Sell |
20,912
-1,776
| -8% | -$18.1K | 0.36% | 37 |
|
|
2019
Q1 | $225K | Buy |
22,688
+760
| +3% | +$7.19K | 0.35% | 37 |
|
|
2018
Q4 | $189K | Sell |
21,928
-2,032
| -8% | -$18.9K | 0.31% | 35 |
|
|
2018
Q3 | $246K | Sell |
23,960
-5,616
| -19% | -$55.9K | 0.36% | 35 |
|
|
2018
Q2 | $265K | Hold |
29,576
| – | – | 0.17% | 30 |
|
|
2018
Q1 | $265K | Sell |
29,576
-192
| -0.6% | -$1.77K | 0.17% | 30 |
|
|
2017
Q4 | $263K | Hold |
29,768
| – | – | 0.17% | 32 |
|
|
2017
Q3 | $246K | Hold |
29,768
| – | – | 0.17% | 32 |
|
|
2017
Q2 | $235K | Buy |
+29,768
| New | +$232K | 0.18% | 31 |
|
Other funds holding SCHG
VIA
Clear Investment Research's SCHG Position: Q2 2026 in Review
Clear Investment Research increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.16% in Q2 2026, buying an estimated $1.43K and bringing the position to 26,757 shares worth $905K. The position accounts for 1.41% of the portfolio, ranked #21.
Clear Investment Research first reported a position in SCHG in Q2 2017 and has held it in 37 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- Clear Investment Research held 26,757 shares of Schwab US Large-Cap Growth ETF worth $905K as of Q2 2026.
- Clear Investment Research bought 43 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.43K.
- Schwab US Large-Cap Growth ETF made up 1.41% of Clear Investment Research's portfolio in Q2 2026, its #21 holding.
- Clear Investment Research first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 37 quarters since.
- 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.