Schwab U S Large Cap Growth ETF shares owned by Alliance Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Alliance Wealth Management
from 13F filings
Historical chart of Alliance 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 Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Alliance Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.3M | 102k | 32.62 |
| 2025-09-30 | $3.3M | 102k | 31.91 |
| 2025-06-30 | $3.0M | 102k | 29.21 |
| 2025-03-31 | $2.6M | 102k | 25.04 |
| 2024-12-31 | $2.8M | 102k | 27.87 |
| 2024-09-30 | $2.7M | 26k | 104.18 |
| 2024-06-30 | $2.6M | 25k | 100.84 |
| 2024-03-31 | $2.4M | 25k | 92.72 |
| 2023-12-31 | $2.1M | 25k | 82.96 |
| 2023-06-30 | $1.9M | 26k | 74.95 |
| 2023-03-31 | $1.7M | 26k | 65.17 |
| 2022-12-31 | $1.4M | 26k | 55.56 |
| 2022-09-30 | $1.5M | 26k | 55.82 |
| 2022-06-30 | $1.5M | 26k | 57.99 |
| 2022-03-31 | $2.0M | 27k | 74.82 |
| 2021-12-31 | $2.2M | 13k | 163.75 |
| 2021-09-30 | $2.0M | 13k | 148.11 |
| 2021-06-30 | $2.0M | 13k | 145.97 |
| 2021-03-31 | $1.7M | 13k | 129.75 |
| 2020-12-31 | $1.7M | 14k | 128.42 |
| 2020-09-30 | $1.3M | 12k | 115.16 |
| 2020-06-30 | $1.3M | 13k | 101.54 |
| 2020-03-31 | $1.0M | 13k | 79.67 |
| 2019-12-31 | $1.2M | 13k | 92.89 |
| 2019-09-30 | $1.1M | 13k | 84.02 |
| 2019-06-30 | $1.1M | 13k | 83.17 |
| 2019-03-31 | $1.0M | 13k | 79.46 |
| 2018-12-31 | $956k | 14k | 68.91 |
| 2018-09-30 | $1.4M | 17k | 81.83 |
| 2018-06-30 | $1.9M | 26k | 75.79 |
| 2018-03-31 | $4.1M | 57k | 71.71 |
| 2017-12-31 | $3.9M | 55k | 70.53 |
| 2017-09-30 | $7.6M | 115k | 66.01 |
| 2017-06-30 | $3.7M | 58k | 63.12 |
| 2017-03-31 | $3.6M | 59k | 61.54 |
| 2016-12-31 | $2.0M | 35k | 55.90 |
| 2016-09-30 | $1.9M | 33k | 55.43 |
| 2016-06-30 | $1.2M | 22k | 52.50 |
| 2016-03-31 | $1.2M | 24k | 52.36 |
| 2015-12-31 | $1.4M | 26k | 52.81 |
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