Clearstead Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clearstead Trust’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$168K	Hold
2025 Q1	$144K	Hold
2024 Q4	$160K	Hold
2024 Q3	$150K	Hold
2024 Q2	$145K	Hold
2024 Q1	$133K	Hold
2023 Q4	$119K	Hold
2023 Q3	$105K	Hold
2023 Q2	$108K	Buy