Cloud Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cloud Capital Management’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	$1.56M	Sell	46,020 -348	-0.8%	-$11.5K	0.57%	36
2026 Q1	$1.35M	Buy	46,368 +780	+2%	+$24.2K	0.59%	35
2025 Q4	$1.49M	Sell	45,588 -3,056	-6%	-$99.4K	0.7%	34
2025 Q3	$1.55M	Buy	48,644 +1,006	+2%	+$30.7K	0.82%	27
2025 Q2	$1.43M	Buy	47,638 +24,047	+102%	+$636K	0.89%	27
2025 Q1	$590K	Buy	+23,591	New	+$646K	0.42%	35

Other funds holding SCHG

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cloud Capital Management's SCHG Position: Q2 2026 in Review

Cloud Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.75% in Q2 2026, selling an estimated $11.5K and leaving 46,020 shares worth $1.56M. The position accounts for 0.57% of the portfolio, ranked #36.

Cloud Capital Management first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cloud Capital Management held 46,020 shares of Schwab US Large-Cap Growth ETF worth $1.56M as of Q2 2026.
Cloud Capital Management sold 348 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.5K.
Schwab US Large-Cap Growth ETF made up 0.57% of Cloud Capital Management's portfolio in Q2 2026, its #36 holding.
Cloud Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.