Schwab U S Large Cap Growth ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $659k | 21k | 31.91 |
| 2025-06-30 | $669k | 23k | 29.21 |
| 2025-03-31 | $591k | 24k | 25.04 |
| 2024-12-31 | $811k | 29k | 27.87 |
| 2024-09-30 | $317k | 3.0k | 104.17 |
| 2024-06-30 | $339k | 3.4k | 100.85 |
| 2024-03-31 | $347k | 3.7k | 92.71 |
| 2023-09-30 | $222k | 3.1k | 72.73 |
| 2023-06-30 | $236k | 3.1k | 74.97 |
| 2023-03-31 | $261k | 4.0k | 65.19 |
| 2022-12-31 | $235k | 4.2k | 55.57 |
| 2022-09-30 | $236k | 4.2k | 55.82 |
| 2022-06-30 | $245k | 4.2k | 57.96 |
| 2022-03-31 | $404k | 5.4k | 74.87 |
| 2021-12-31 | $442k | 2.7k | 163.76 |
| 2021-09-30 | $251k | 1.7k | 148.43 |
| 2021-06-30 | $483k | 3.3k | 146.01 |
| 2021-03-31 | $407k | 3.1k | 129.49 |
| 2020-12-31 | $449k | 3.5k | 128.54 |
| 2020-09-30 | $504k | 4.4k | 115.15 |
| 2020-06-30 | $506k | 5.0k | 101.55 |
| 2020-03-31 | $410k | 5.1k | 79.67 |
| 2019-12-31 | $219k | 2.4k | 92.99 |
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