CPA
Clear Point Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
385,585
-7,242
| -2% | -$212K | 9.49% | 1 |
|
|
2025
Q1 | $9.84M | Sell |
392,827
-21,712
| -5% | -$544K | 8.84% | 1 |
|
|
2024
Q4 | $11.6M | Buy |
414,539
+310,916
| +300% | +$8.67M | 9.88% | 1 |
|
|
2024
Q3 | $10.8M | Sell |
103,623
-45
| -0% | -$4.69K | 8.35% | 1 |
|
|
2024
Q2 | $10.5M | Buy |
103,668
+1,442
| +1% | +$145K | 8.59% | 1 |
|
|
2024
Q1 | $9.48M | Buy |
102,226
+48
| +0% | +$4.45K | 7.79% | 1 |
|
|
2023
Q4 | $8.49M | Buy |
+102,178
| New | +$8.49M | 7.5% | 1 |
|