Clear Creek Financial Management’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 | $1.22M | Buy |
41,701
+32,423
| +349% | +$947K | 0.12% | 192 |
|
|
2025
Q1 | $232K | Buy |
+9,278
| New | +$232K | 0.02% | 461 |
|
|
2024
Q4 | – | Sell |
-7,796
| Closed | -$203K | – | 508 |
|
|
2024
Q3 | $203K | Buy |
+7,796
| New | +$203K | 0.02% | 435 |
|
|
2021
Q4 | – | Sell |
-267,016
| Closed | -$4.94M | – | 384 |
|
|
2021
Q3 | $4.94M | Buy |
+267,016
| New | +$4.94M | 0.79% | 34 |
|