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
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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 |
|---|---|---|---|
| 2025-09-30 | $127k | 4.0k | 31.91 |
| 2025-06-30 | $57k | 2.0k | 29.21 |
| 2025-03-31 | $9.7k | 386 | 25.05 |
| 2024-12-31 | $926k | 33k | 27.87 |
| 2024-09-30 | $859k | 8.2k | 104.18 |
| 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 |
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