Clarity Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
29,015
+5
| +0% | +$146 | 0.49% | 38 |
|
|
2025
Q1 | $726K | Buy |
29,010
+5
| +0% | +$125 | 0.48% | 39 |
|
|
2024
Q4 | $808K | Buy |
29,005
+33
| +0.1% | +$920 | 0.54% | 37 |
|
|
2024
Q3 | $755K | Buy |
28,972
+60
| +0.2% | +$1.56K | 0.54% | 35 |
|
|
2024
Q2 | $729K | Hold |
28,912
| – | – | 0.56% | 35 |
|
|
2024
Q1 | $670K | Buy |
28,912
+40
| +0.1% | +$927 | 0.53% | 36 |
|
|
2023
Q4 | $599K | Buy |
+28,872
| New | +$599K | 0.52% | 36 |
|