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

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

Historical chart of Abound 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 Abound 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 Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $816k 8.1k 100.84
2024-03-31 $738k 8.0k 92.72
2023-12-31 $635k 7.7k 82.96
2023-09-30 $545k 7.5k 72.72
2023-06-30 $551k 7.3k 74.95
2023-03-31 $347k 5.3k 65.17
2022-12-31 $286k 5.1k 55.56
2022-09-30 $277k 5.0k 55.81
2022-06-30 $278k 4.8k 57.99
2022-03-31 $318k 4.2k 74.81
2021-12-31 $339k 2.1k 163.79