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

Clearview Wealth 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
2025 Q4	$3.27M	Sell	100,351 -358	-0.4%	-$11.6K	2.07%	12
2025 Q3	$3.21M	Buy	100,709 +4,665	+5%	+$142K	2.06%	13
2025 Q2	$2.81M	Buy	96,044 +1,508	+2%	+$39.9K	1.95%	13
2025 Q1	$2.37M	Sell	94,536 -6,434	-6%	-$176K	1.77%	14
2024 Q4	$2.81M	Buy	100,970 +430	+0.4%	+$11.8K	2.14%	11
2024 Q3	$2.62M	Buy	100,540 +8,340	+9%	+$210K	2.02%	13
2024 Q2	$2.32M	Buy	+92,200	New	+$2.17M	2.03%	12

Other funds holding SCHG

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

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

Clearview Wealth Advisors's SCHG Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.36% in Q4 2025, selling an estimated $11.6K and leaving 100,351 shares worth $3.27M. The position accounts for 2.07% of the portfolio, ranked #12.

Clearview Wealth Advisors first reported a position in SCHG in Q2 2024 and has held it in 7 quarters since. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Clearview Wealth Advisors held 100,351 shares of Schwab US Large-Cap Growth ETF worth $3.27M as of Q4 2025.
Clearview Wealth Advisors sold 358 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $11.6K.
Schwab US Large-Cap Growth ETF made up 2.07% of Clearview Wealth Advisors's portfolio in Q4 2025, its #12 holding.
Clearview Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.