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

Clear Point 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 Q2	$12.3M	Sell	362,906 -1,659	-0.5%	-$55K	10.88%	1
2026 Q1	$10.6M	Sell	364,565 -599	-0.2%	-$18.6K	8.23%	3
2025 Q4	$11.9M	Sell	365,164 -18,010	-5%	-$586K	9.25%	1
2025 Q3	$12.2M	Sell	383,174 -2,411	-0.6%	-$73.5K	9.5%	1
2025 Q2	$11.3M	Sell	385,585 -7,242	-2%	-$191K	9.49%	1
2025 Q1	$9.84M	Sell	392,827 -21,712	-5%	-$595K	8.84%	1
2024 Q4	$11.6M	Buy	414,539 +47	+0%	+$1.28K	9.88%	1
2024 Q3	$10.8M	Sell	414,492 -180	-0%	-$4.53K	8.35%	1
2024 Q2	$10.5M	Buy	414,672 +5,768	+1%	+$136K	8.59%	1
2024 Q1	$9.48M	Buy	408,904 +192	+0%	+$4.25K	7.79%	1
2023 Q4	$8.49M	Buy	+408,712	New	+$7.91M	7.5%	1

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clear Point Advisors's SCHG Position: Q2 2026 in Review

Clear Point Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.46% in Q2 2026, selling an estimated $55K and leaving 362,906 shares worth $12.3M. The position accounts for 10.88% of the portfolio, ranked #1.

Clear Point Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Clear Point Advisors held 362,906 shares of Schwab US Large-Cap Growth ETF worth $12.3M as of Q2 2026.
Clear Point Advisors sold 1,659 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $55K.
Schwab US Large-Cap Growth ETF made up 10.88% of Clear Point Advisors's portfolio in Q2 2026, its #1 holding.
Clear Point Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.