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Schwab U S Large Cap Growth ETF shares owned by Clark Wealth Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Clark Wealth Partners from 13F filings

Historical chart of Clark Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $20M 613k 32.62
2025-09-30 $20M 613k 32.62
2025-06-30 $9.4M 321k 29.21
2025-03-31 $7.6M 303k 25.04
2024-12-31 $8.5M 306k 27.87