Total Clarity Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Total Clarity Wealth 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 Q1	$1.06M	Buy	36,391 +5,091	+16%	+$158K	0.25%	99
2025 Q4	$1.02M	Buy	31,300 +3,961	+14%	+$129K	0.25%	104
2025 Q3	$872K	Sell	27,339 -2,082	-7%	-$63.5K	0.23%	114
2025 Q2	$859K	Buy	+29,421	New	+$778K	0.25%	102
2022 Q3	–	Sell	-104	Closed	-$2K	–	830
2022 Q2	$2K	Buy	+104	New	+$1.66K	﹤0.01%	941
2022 Q1	–	Sell	-11,960	Closed	-$245K	–	771
2021 Q4	$245K	Buy	11,960 +360	+3%	+$7.2K	0.11%	186
2021 Q3	$215K	Buy	+11,600	New	+$221K	0.1%	203
2021 Q2	–	Sell	-8,640	Closed	-$140K	–	635
2021 Q1	$140K	Buy	+8,640	New	+$141K	0.08%	207
2020 Q1	–	Sell	-4,640	Closed	-$54K	–	512
2019 Q4	$54K	Buy	+4,640	New	+$51.1K	0.04%	254

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

Total Clarity Wealth Management's SCHG Position: Q1 2026 in Review

Total Clarity Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q1 2026, buying an estimated $158K and bringing the position to 36,391 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #99.

Total Clarity Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 9 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Total Clarity Wealth Management held 36,391 shares of Schwab US Large-Cap Growth ETF worth $1.06M as of Q1 2026.
Total Clarity Wealth Management bought 5,091 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $158K.
Schwab US Large-Cap Growth ETF made up 0.25% of Total Clarity Wealth Management's portfolio in Q1 2026, its #99 holding.
Total Clarity Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 9 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.