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Schwab U S Large Cap Growth ETF shares owned by BCS Wealth Management

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

Historical chart of BCS Wealth 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 BCS Wealth 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 BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $988k 12k 82.96
2023-09-30 $868k 12k 72.72
2023-03-31 $959k 15k 65.14
2022-12-31 $566k 10k 55.58
2022-09-30 $499k 8.9k 55.81
2022-06-30 $518k 8.9k 57.94
2022-03-31 $659k 8.8k 74.85
2021-12-31 $713k 4.4k 163.76
2021-09-30 $621k 4.2k 148.14
2021-06-30 $585k 4.0k 145.85
2021-03-31 $518k 4.0k 129.89
2020-12-31 $589k 4.6k 128.52
2020-09-30 $527k 4.6k 115.12
2020-06-30 $447k 4.4k 101.48
2020-03-31 $301k 3.8k 79.63