Clifford Swan Investment Counsel’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clifford Swan Investment Counsel’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	$738K	Buy	25,318 +46	+0.2%	+$1.43K	0.03%	185
2025 Q4	$824K	Hold	25,272	–	–	0.03%	184
2025 Q3	$806K	Hold	25,272	–	–	0.03%	191
2025 Q2	$738K	Hold	25,272	–	–	0.03%	191
2025 Q1	$633K	Hold	25,272	–	–	0.02%	199
2024 Q4	$704K	Sell	25,272 -3,840	-13%	-$105K	0.03%	193
2024 Q3	$758K	Hold	29,112	–	–	0.03%	193
2024 Q2	$734K	Sell	29,112 -200	-0.7%	-$4.72K	0.03%	191
2024 Q1	$679K	Hold	29,312	–	–	0.03%	194
2023 Q4	$608K	Sell	29,312 -216	-0.7%	-$4.18K	0.02%	200
2023 Q3	$537K	Sell	29,528 -232	-0.8%	-$4.37K	0.02%	205
2023 Q2	$558K	Buy	29,760 +816	+3%	+$14K	0.02%	208
2023 Q1	$472K	Hold	28,944	–	–	0.02%	215
2022 Q4	$402K	Hold	28,944	–	–	0.02%	224
2022 Q3	$404K	Sell	28,944 -120	-0.4%	-$1.88K	0.02%	226
2022 Q2	$421K	Hold	29,064	–	–	0.02%	237
2022 Q1	$544K	Buy	29,064 +352	+1%	+$6.42K	0.02%	222
2021 Q4	$588K	Buy	28,712 +1,192	+4%	+$23.8K	0.02%	224
2021 Q3	$555K	Hold	27,520	–	–	0.02%	230
2021 Q2	$522K	Sell	27,520 -1,760	-6%	-$30.5K	0.02%	221
2021 Q1	$475K	Hold	29,280	–	–	0.02%	223
2020 Q4	$470K	Hold	29,280	–	–	0.02%	227
2020 Q3	$422K	Hold	29,280	–	–	0.02%	223
2020 Q2	$372K	Hold	29,280	–	–	0.02%	232
2020 Q1	$292K	Hold	29,280	–	–	0.02%	242
2019 Q4	$340K	Hold	29,280	–	–	0.02%	251
2019 Q3	$307K	Hold	29,280	–	–	0.02%	252
2019 Q2	$305K	Hold	29,280	–	–	0.02%	252
2019 Q1	$291K	Hold	29,280	–	–	0.02%	257
2018 Q4	$252K	Buy	29,280 +4,040	+16%	+$37.6K	0.02%	265
2018 Q3	$259K	Sell	25,240 -7,888	-24%	-$78.6K	0.01%	280
2018 Q2	$314K	Buy	+33,128	New	+$308K	0.02%	251

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $13.4B AUM 22.25% 1-Year Est. Return

Clifford Swan Investment Counsel's SCHG Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.18% in Q1 2026, buying an estimated $1.43K and bringing the position to 25,318 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #185.

Clifford Swan Investment Counsel first reported a position in SCHG in Q2 2018 and has held it in 32 quarters since. The position peaked at $824K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Clifford Swan Investment Counsel held 25,318 shares of Schwab US Large-Cap Growth ETF worth $738K as of Q1 2026.
Clifford Swan Investment Counsel bought 46 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.43K.
Schwab US Large-Cap Growth ETF made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #185 holding.
Clifford Swan Investment Counsel first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 32 quarters since.
Clifford Swan Investment Counsel's Schwab US Large-Cap Growth ETF position peaked at $824K in Q4 2025.
1,621 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.