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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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 Point Advisors's SCHG Position: Q1 2026 in Review

Clear Point Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.16% in Q1 2026, selling an estimated $18.6K and leaving 364,565 shares worth $10.6M. The position accounts for 8.23% of the portfolio, ranked #3.

Clear Point Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.2M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Clear Point Advisors held 364,565 shares of Schwab US Large-Cap Growth ETF worth $10.6M as of Q1 2026.
  • Clear Point Advisors sold 599 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $18.6K.
  • Schwab US Large-Cap Growth ETF made up 8.23% of Clear Point Advisors's portfolio in Q1 2026, its #3 holding.
  • Clear Point Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Clear Point Advisors's Schwab US Large-Cap Growth ETF position peaked at $12.2M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.