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

Clearstead 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 		$5.69M Sell
195,463
-12,970
-6% -$403K 0.05% 216
2025
Q4 		$6.8M Sell
208,433
-3,806
-2% -$124K 0.09% 168
2025
Q3 		$6.77M Sell
212,239
-5,303
-2% -$162K 0.09% 167
2025
Q2 		$6.35M Sell
217,542
-4,214
-2% -$111K 0.09% 169
2025
Q1 		$5.55M Sell
221,756
-3,567
-2% -$97.7K 0.09% 169
2024
Q4 		$6.28M Sell
225,323
-35,777
-14% -$978K 0.1% 162
2024
Q3 		$6.8M Sell
261,100
-12,316
-5% -$310K 0.11% 155
2024
Q2 		$6.89M Buy
273,416
+262,444
+2,392% +$6.19M 0.12% 147
2024
Q1 		$255K Buy
10,972
+2,684
+32% +$59.4K 0.01% 432
2023
Q4 		$172K Sell
8,288
-14,028
-63% -$271K 0.01% 477
2023
Q3 		$406K Buy
22,316
+14,044
+170% +$264K 0.01% 435
2023
Q2 		$155K Sell
8,272
-1,156
-12% -$19.8K 0.01% 471
2023
Q1 		$154K Buy
9,428
+8
+0.1% +$121 0.01% 436
2022
Q4 		$131K Buy
9,420
+3,164
+51% +$45.5K 0.01% 450
2022
Q3 		$87K Buy
6,256
+3,760
+151% +$58.9K 0.01% 505
2022
Q2 		$36K Buy
2,496
+4
+0.2% +$64 ﹤0.01% 692
2022
Q1 		$47K Buy
2,492
+1,828
+275% +$33.3K ﹤0.01% 693
2021
Q4 		$14K Buy
664
+216
+48% +$4.32K ﹤0.01% 888
2021
Q3 		$8K Hold
448
– – ﹤0.01% 977
2021
Q2 		$8K Hold
448
– – ﹤0.01% 827
2021
Q1 		$7K Buy
448
+288
+180% +$4.69K ﹤0.01% 832
2020
Q4 		$3K Sell
160
-2,888
-95% -$43.8K ﹤0.01% 860
2020
Q3 		$44K Buy
3,048
+2,888
+1,805% +$40.3K ﹤0.01% 491
2020
Q2 		$2K Buy
+160
New +$1.87K ﹤0.01% 752

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

Clearstead Advisors's SCHG Position: Q1 2026 in Review

Clearstead Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.2% in Q1 2026, selling an estimated $403K and leaving 195,463 shares worth $5.69M. The position accounts for 0.05% of the portfolio, ranked #216.

Clearstead Advisors first reported a position in SCHG in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.89M in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Clearstead Advisors held 195,463 shares of Schwab US Large-Cap Growth ETF worth $5.69M as of Q1 2026.
  • Clearstead Advisors sold 12,970 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $403K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Clearstead Advisors's portfolio in Q1 2026, its #216 holding.
  • Clearstead Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's Schwab US Large-Cap Growth ETF position peaked at $6.89M in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.