Schwab U S Large Cap Growth ETF shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group 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 Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $465k | 19k | 25.04 |
| 2024-12-31 | $512k | 18k | 27.87 |
| 2024-09-30 | $488k | 4.7k | 104.18 |
| 2024-06-30 | $658k | 6.5k | 100.84 |
| 2024-03-31 | $425k | 4.6k | 92.72 |
| 2023-12-31 | $377k | 4.5k | 82.96 |
| 2023-09-30 | $331k | 4.5k | 72.72 |
| 2023-06-30 | $359k | 4.8k | 74.95 |
| 2023-03-31 | $312k | 4.8k | 65.17 |
| 2022-12-31 | $266k | 4.8k | 55.56 |
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