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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

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Quarterly 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