Clear Point Advisors »

Schwab U S Large Cap Growth ETF shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors 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 Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 104k 104.18
2024-06-30 $11M 104k 100.84
2024-03-31 $9.5M 102k 92.72
2023-12-31 $8.5M 102k 83.06