Schwab U S Large Cap Growth ETF shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies 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 Aspen Wealth Strategies 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 Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 629k | 31.91 |
| 2025-06-30 | $19M | 647k | 29.21 |
| 2025-03-31 | $16M | 649k | 25.04 |
| 2024-12-31 | $20M | 730k | 27.87 |
| 2024-09-30 | $20M | 195k | 104.18 |
| 2024-06-30 | $19M | 189k | 101.80 |
| 2024-03-31 | $19M | 202k | 92.72 |
| 2023-12-31 | $18M | 216k | 82.96 |
| 2023-09-30 | $18M | 250k | 72.73 |
| 2023-06-30 | $21M | 278k | 74.95 |
| 2023-03-31 | $19M | 292k | 65.17 |
| 2022-12-31 | $17M | 299k | 55.56 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF