Schwab U S Large Cap Growth ETF shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess 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 Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.4M | 84k | 29.13 |
| 2025-12-31 | $2.1M | 64k | 32.62 |
| 2025-09-30 | $2.0M | 61k | 31.91 |
| 2025-06-30 | $1.4M | 46k | 29.21 |
| 2025-03-31 | $550k | 22k | 25.04 |
| 2024-12-31 | $1.1M | 38k | 27.87 |
| 2024-09-30 | $770k | 7.4k | 104.17 |
| 2024-06-30 | $629k | 6.2k | 100.85 |
| 2024-03-31 | $428k | 4.6k | 92.73 |
| 2023-12-31 | $543k | 6.5k | 82.96 |
| 2023-09-30 | $685k | 9.4k | 72.72 |
| 2023-06-30 | $692k | 9.2k | 74.95 |
| 2022-03-31 | $211k | 2.8k | 74.96 |
| 2021-12-31 | $226k | 1.4k | 163.77 |
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