Schwab U S Large Cap Growth ETF shares owned by Western Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western 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 Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 31k | 82.96 |
| 2023-09-30 | $2.2M | 30k | 72.72 |
| 2023-06-30 | $2.2M | 29k | 74.95 |
| 2023-03-31 | $1.7M | 25k | 65.17 |
| 2022-12-31 | $1.4M | 25k | 55.56 |
| 2022-09-30 | $1.6M | 27k | 58.60 |
| 2022-06-30 | $1.6M | 27k | 60.96 |
| 2022-03-31 | $2.0M | 27k | 74.80 |
| 2021-12-31 | $336k | 2.1k | 163.03 |
| 2021-06-30 | $1.5M | 10k | 145.80 |
| 2021-03-31 | $675k | 5.2k | 129.73 |
| 2020-12-31 | $603k | 4.7k | 128.38 |
| 2020-09-30 | $520k | 4.5k | 115.15 |
| 2020-06-30 | $473k | 4.5k | 105.56 |
| 2020-03-31 | $313k | 3.9k | 79.75 |
| 2019-09-30 | $256k | 3.0k | 84.10 |
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