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

Clearstead Trust’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	$168K	Hold	5,756	–	–	0.03%	200
2025 Q4	$188K	Hold	5,756	–	–	0.03%	199
2025 Q3	$184K	Hold	5,756	–	–	0.03%	188
2025 Q2	$168K	Hold	5,756	–	–	0.03%	190
2025 Q1	$144K	Hold	5,756	–	–	0.03%	175
2024 Q4	$160K	Hold	5,756	–	–	0.03%	165
2024 Q3	$150K	Hold	5,756	–	–	0.04%	155
2024 Q2	$145K	Hold	5,756	–	–	0.04%	151
2024 Q1	$133K	Hold	5,756	–	–	0.03%	165
2023 Q4	$119K	Hold	5,756	–	–	0.03%	186
2023 Q3	$105K	Hold	5,756	–	–	0.03%	172
2023 Q2	$108K	Buy	+5,756	New	+$98.7K	0.03%	174

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Trust's SCHG Position: Q1 2026 in Review

Clearstead Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 5,756 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #200.

Clearstead Trust first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $188K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Clearstead Trust held 5,756 shares of Schwab US Large-Cap Growth ETF worth $168K as of Q1 2026.
Clearstead Trust left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Clearstead Trust's portfolio in Q1 2026, its #200 holding.
Clearstead Trust first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Clearstead Trust's Schwab US Large-Cap Growth ETF position peaked at $188K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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