Schwab U S Large Cap Growth ETF shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen 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 TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.6M | 93k | 92.72 |
| 2023-12-31 | $7.5M | 90k | 82.96 |
| 2023-09-30 | $6.6M | 91k | 72.72 |
| 2023-06-30 | $6.7M | 89k | 74.95 |
| 2023-03-31 | $5.7M | 88k | 65.17 |
| 2022-12-31 | $4.7M | 85k | 55.56 |
| 2022-09-30 | $4.6M | 82k | 55.80 |
| 2022-06-30 | $3.9M | 67k | 57.99 |
| 2022-03-31 | $4.8M | 64k | 74.82 |
| 2021-12-31 | $5.2M | 32k | 163.74 |
| 2021-09-30 | $4.6M | 31k | 148.10 |
| 2021-06-30 | $4.9M | 32k | 150.83 |
| 2021-03-31 | $4.1M | 32k | 129.78 |
| 2020-12-31 | $3.2M | 25k | 128.40 |
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