Global Wealth Management Investment Advisory »

Schwab U S Large Cap Growth ETF shares owned by Global Wealth Management Investment Advisory

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

Historical chart of Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8k 46 82.96
2023-09-30 $3.3k 46 72.72
2023-06-30 $3.6k 48 74.96
2022-06-30 $3.0k 46 65.22
2022-03-31 $3.0k 46 65.22
2021-12-31 $4.0k 23 173.91
2021-09-30 $3.0k 23 130.43
2021-06-30 $3.0k 23 130.43
2021-03-31 $3.0k 23 130.43
2020-12-31 $3.0k 23 130.43
2020-09-30 $3.0k 23 130.43
2020-06-30 $2.0k 23 86.96
2020-03-31 $2.0k 23 86.96
2019-12-31 $2.0k 23 86.96
2019-09-30 $2.0k 23 86.96
2019-06-30 $2.0k 23 86.96
2019-03-31 $2.0k 23 86.96
2018-12-31 $2.0k 23 86.96