Clear Point Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.3M Sell
2025
Q1
$9.84M Sell
2024
Q4
$11.6M Buy
2024
Q3
$10.8M Sell
2024
Q2
$10.5M Buy
2024
Q1
$9.48M Buy
2023
Q4
$8.49M Buy