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

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

Historical chart of Golden State 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 Golden State 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $328k 4.4k 74.75
2021-12-31 $278k 1.7k 163.53
2021-09-30 $252k 1.7k 148.24
2021-06-30 $260k 1.8k 145.99
2021-03-31 $231k 1.8k 129.70
2020-12-31 $229k 1.8k 128.58
2020-09-30 $346k 3.0k 115.10
2020-03-31 $239k 3.0k 79.51
2019-12-31 $1.1M 12k 92.92
2019-09-30 $253k 3.0k 84.17
2019-06-30 $250k 3.0k 83.17
2019-03-31 $369k 4.6k 79.46