CWA
Clearview Wealth 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 | $2.81M | Buy |
96,044
+1,508
| +2% | +$44K | 1.95% | 13 |
|
|
2025
Q1 | $2.37M | Sell |
94,536
-6,434
| -6% | -$161K | 1.77% | 14 |
|
|
2024
Q4 | $2.81M | Buy |
100,970
+75,835
| +302% | +$2.11M | 2.14% | 11 |
|
|
2024
Q3 | $2.62M | Buy |
25,135
+2,085
| +9% | +$217K | 2.02% | 13 |
|
|
2024
Q2 | $2.32M | Buy |
+23,050
| New | +$2.32M | 2.03% | 12 |
|