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 Q2	$1.11M	Sell	32,883 -3,508	-10%	-$116K	0.22%	108
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

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

Total Clarity Wealth Management's SCHG Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.6% in Q2 2026, selling an estimated $116K and leaving 32,883 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #108.

Total Clarity Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 10 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Total Clarity Wealth Management held 32,883 shares of Schwab US Large-Cap Growth ETF worth $1.11M as of Q2 2026.
Total Clarity Wealth Management sold 3,508 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $116K.
Schwab US Large-Cap Growth ETF made up 0.22% of Total Clarity Wealth Management's portfolio in Q2 2026, its #108 holding.
Total Clarity Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 10 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.