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Schwab U S Large Cap Growth ETF shares owned by Private Wealth Strategies

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

Historical chart of Private Wealth Strategies 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 Private Wealth Strategies 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 Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 344k 82.96
2023-09-30 $25M 349k 72.72
2023-06-30 $27M 354k 74.95
2023-03-31 $23M 356k 65.17
2022-12-31 $18M 328k 55.56
2022-09-30 $18M 313k 55.84
2022-06-30 $18M 305k 57.96
2022-03-31 $22M 299k 74.85
2021-12-31 $24M 144k 163.64
2021-09-30 $21M 139k 148.19
2021-06-30 $20M 133k 145.96
2021-03-31 $16M 126k 129.83