Schwab U S Large Cap Growth ETF shares owned by Clark Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Clark Asset Management
from 13F filings
Historical chart of Clark Asset Management investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Clark Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Clark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $413k | 13k | 32.62 |
| 2025-09-30 | $396k | 12k | 31.91 |
| 2025-06-30 | $366k | 13k | 29.21 |
| 2025-03-31 | $367k | 15k | 25.04 |
| 2024-09-30 | $322k | 3.1k | 104.17 |
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