Schwab U S Large Cap Growth ETF shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio 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 Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 41k | 32.62 |
| 2025-09-30 | $1.3M | 41k | 31.91 |
| 2025-06-30 | $1.3M | 44k | 29.21 |
| 2025-03-31 | $944k | 38k | 25.04 |
| 2024-12-31 | $1.1M | 38k | 27.87 |
| 2024-09-30 | $976k | 9.4k | 104.18 |
| 2024-06-30 | $944k | 9.4k | 100.84 |
| 2024-03-31 | $877k | 9.5k | 92.72 |
| 2023-12-31 | $771k | 9.3k | 82.96 |
| 2023-09-30 | $676k | 9.3k | 72.72 |
| 2023-06-30 | $696k | 9.3k | 74.95 |
| 2023-03-31 | $605k | 9.3k | 65.17 |
| 2022-12-31 | $505k | 9.1k | 55.56 |
| 2022-09-30 | $515k | 9.2k | 55.81 |
| 2022-06-30 | $519k | 9.0k | 57.96 |
| 2022-03-31 | $760k | 10k | 74.86 |
| 2020-12-31 | $710k | 5.5k | 128.39 |
| 2020-09-30 | $1.1M | 9.7k | 115.18 |
| 2020-06-30 | $1.2M | 12k | 101.57 |
| 2020-03-31 | $786k | 9.9k | 79.70 |
| 2019-12-31 | $301k | 3.2k | 92.82 |
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