Schwab U S Large Cap Growth ETF shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 38k | 82.96 |
| 2023-09-30 | $5.6M | 77k | 72.72 |
| 2023-06-30 | $5.3M | 71k | 74.95 |
| 2023-03-31 | $3.2M | 49k | 65.17 |
| 2022-12-31 | $2.5M | 44k | 55.56 |
| 2022-09-30 | $2.1M | 38k | 55.82 |
| 2022-06-30 | $99k | 1.7k | 57.89 |
| 2022-03-31 | $127k | 1.7k | 74.27 |
| 2021-12-31 | $140k | 855 | 163.74 |
| 2020-12-31 | $110k | 858 | 128.21 |
Top funds holding Schwab U S Large Cap Growth ETF
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