Schwab U S Large Cap Growth ETF shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare 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 AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $50k | 1.7k | 29.21 |
| 2025-03-31 | $43k | 1.7k | 25.04 |
| 2024-12-31 | $48k | 1.7k | 27.87 |
| 2024-09-30 | $22k | 212 | 104.18 |
| 2024-06-30 | $21k | 212 | 100.84 |
| 2024-03-31 | $20k | 212 | 92.72 |
| 2023-12-31 | $18k | 212 | 82.96 |
| 2023-09-30 | $15k | 212 | 72.72 |
| 2023-06-30 | $15k | 212 | 70.59 |
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