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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
Q2 		$6.76M Buy
199,782
+4,319
+2% +$143K 0.06% 212
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 Buy
8,288
+8
+0.1% +$155 0.01% 477
2023
Q3 		$151K Buy
8,280
+8
+0.1% +$151 0.01% 472
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors's SCHG Position: Q2 2026 in Review

Clearstead Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q2 2026, buying an estimated $143K and bringing the position to 199,782 shares worth $6.76M. The position accounts for 0.06% of the portfolio, ranked #212.

Clearstead Advisors first reported a position in SCHG in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.89M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Clearstead Advisors held 199,782 shares of Schwab US Large-Cap Growth ETF worth $6.76M as of Q2 2026.
  • Clearstead Advisors bought 4,319 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $143K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Clearstead Advisors's portfolio in Q2 2026, its #212 holding.
  • Clearstead Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Schwab US Large-Cap Growth ETF position peaked at $6.89M in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.