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Clark Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clark Asset Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$366K Sell
12,524
-2,111
-14% -$61.7K 0.05% 129
2025
Q1 		$366K Hold
14,635
– – 0.06% 104
2024
Q4 		$408K Buy
14,635
+11,546
+374% +$322K 0.08% 82
2024
Q3 		$322K Buy
+3,089
New +$322K 0.07% 84