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

Clearwater Capital 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 		$729K Hold
25,041
– – 0.06% 93
2025
Q4 		$817K Sell
25,041
-11,196
-31% -$364K 0.07% 84
2025
Q3 		$1.16M Sell
36,237
-418
-1% -$12.7K 0.1% 74
2025
Q2 		$1.07M Sell
36,655
-1,815
-5% -$48K 0.1% 73
2025
Q1 		$963K Hold
38,470
– – 0.09% 77
2024
Q4 		$1.07M Sell
38,470
-18,806
-33% -$514K 0.1% 73
2024
Q3 		$1.49M Hold
57,276
– – 0.15% 62
2024
Q2 		$1.44M Sell
57,276
-3,040
-5% -$71.7K 0.15% 61
2024
Q1 		$1.4M Sell
60,316
-6,540
-10% -$145K 0.15% 62
2023
Q4 		$1.39M Hold
66,856
– – 0.16% 60
2023
Q3 		$1.22M Sell
66,856
-12,480
-16% -$235K 0.15% 57
2023
Q2 		$1.49M Sell
79,336
-5,960
-7% -$102K 0.18% 56
2023
Q1 		$1.39M Sell
85,296
-20,316
-19% -$308K 0.17% 58
2022
Q4 		$1.47M Sell
105,612
-2,660
-2% -$38.2K 0.19% 57
2022
Q3 		$1.51M Sell
108,272
-1,200
-1% -$18.8K 0.21% 63
2022
Q2 		$1.59M Sell
109,472
-2,520
-2% -$40.3K 0.22% 58
2022
Q1 		$2.1M Sell
111,992
-104
-0.1% -$1.9K 0.24% 54
2021
Q4 		$2.29M Sell
112,096
-20,912
-16% -$418K 0.25% 55
2021
Q3 		$2.46M Sell
133,008
-1,912
-1% -$36.4K 0.29% 53
2021
Q2 		$2.46M Sell
134,920
-152
-0.1% -$2.63K 0.29% 52
2021
Q1 		$2.19M Sell
135,072
-14,520
-10% -$236K 0.27% 50
2020
Q4 		$2.4M Sell
149,592
-1,744
-1% -$26.4K 0.32% 45
2020
Q3 		$2.18M Sell
151,336
-4,368
-3% -$60.9K 0.34% 41
2020
Q2 		$1.98M Sell
155,704
-48,512
-24% -$566K 0.33% 45
2020
Q1 		$2.03M Sell
204,216
-31,952
-14% -$365K 0.44% 40
2019
Q4 		$2.74M Sell
236,168
-33,768
-13% -$372K 0.46% 46
2019
Q3 		$2.83M Sell
269,936
-14,272
-5% -$150K 0.5% 52
2019
Q2 		$2.96M Sell
284,208
-25,752
-8% -$262K 0.54% 54
2019
Q1 		$3.08M Sell
309,960
-20,976
-6% -$198K 0.58% 56
2018
Q4 		$2.85M Sell
330,936
-7,840
-2% -$73K 0.63% 54
2018
Q3 		$3.47M Sell
338,776
-42,368
-11% -$422K 0.68% 46
2018
Q2 		$3.61M Buy
381,144
+6,640
+2% +$61.8K 0.74% 45
2018
Q1 		$3.36M Buy
374,504
+3,744
+1% +$34.5K 0.69% 49
2017
Q4 		$3.28M Buy
370,760
+8,272
+2% +$71.1K 0.72% 46
2017
Q3 		$3.03M Buy
362,488
+15,048
+4% +$122K 0.71% 44
2017
Q2 		$2.75M Buy
347,440
+43,080
+14% +$336K 0.7% 43
2017
Q1 		$2.29M Buy
304,360
+50,904
+20% +$376K 0.63% 45
2016
Q4 		$1.78M Buy
253,456
+12,024
+5% +$83.2K 0.62% 49
2016
Q3 		$1.66M Buy
241,432
+320
+0.1% +$2.2K 0.58% 48
2016
Q2 		$1.58M Buy
+241,112
New +$1.58M 0.58% 47

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

Clearwater Capital Advisors's SCHG Position: Q1 2026 in Review

Clearwater Capital Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 25,041 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #93.

Clearwater Capital Advisors first reported a position in SCHG in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.61M in Q2 2018. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Clearwater Capital Advisors held 25,041 shares of Schwab US Large-Cap Growth ETF worth $729K as of Q1 2026.
  • Clearwater Capital Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Clearwater Capital Advisors's portfolio in Q1 2026, its #93 holding.
  • Clearwater Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.61M in Q2 2018.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.