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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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