Schwab U S Large Cap Growth ETF shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate 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 Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $523k | 17k | 31.77 |
| 2025-06-30 | $567k | 19k | 29.43 |
| 2025-03-31 | $371k | 15k | 24.36 |
| 2024-12-31 | $417k | 15k | 27.71 |
| 2024-09-30 | $421k | 16k | 26.36 |
| 2024-06-30 | $449k | 4.3k | 104.50 |
| 2024-03-31 | $366k | 4.2k | 87.04 |
| 2023-12-31 | $375k | 4.5k | 83.62 |
| 2023-09-30 | $352k | 4.7k | 75.27 |
| 2023-06-30 | $387k | 5.0k | 76.67 |
| 2023-03-31 | $383k | 5.9k | 64.84 |
| 2022-12-31 | $334k | 5.9k | 56.32 |
More positions owned by Accurate Wealth Management
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