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

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

Historical chart of HighMark 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 HighMark 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 HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 510 92.64
2023-12-31 $66k 793 82.99
2023-09-30 $58k 792 72.74
2023-06-30 $34k 452 74.90
2023-03-31 $29k 451 65.20
2022-12-31 $25k 451 55.51
2022-09-30 $25k 450 55.56
2022-06-30 $25k 424 58.96
2022-03-31 $32k 424 75.47
2021-12-31 $35k 212 165.09
2021-09-30 $31k 211 146.92
2021-06-30 $31k 211 146.92
2021-03-31 $27k 211 127.96
2020-12-31 $27k 211 127.96
2020-09-30 $24k 210 114.29
2020-06-30 $21k 210 100.00
2020-03-31 $17k 210 79.56
2019-12-31 $19k 209 90.91