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Claris Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Claris Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32,520
Closed -$906K – 161
2025
Q1 		$906K Hold
32,520
– – 0.6% 42
2024
Q4 		$906K Buy
+32,520
New +$906K 0.6% 42