Schwab U S Large Cap Growth ETF shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 33k | 31.91 |
| 2025-06-30 | $974k | 33k | 29.21 |
| 2025-03-31 | $832k | 33k | 25.04 |
| 2024-12-31 | $909k | 33k | 27.87 |
| 2024-09-30 | $867k | 8.3k | 104.18 |
| 2024-03-31 | $728k | 7.9k | 92.72 |
| 2023-12-31 | $693k | 8.3k | 82.98 |
| 2023-09-30 | $551k | 7.6k | 72.72 |
| 2023-06-30 | $579k | 7.7k | 74.95 |
| 2023-03-31 | $504k | 7.7k | 65.17 |
| 2022-12-31 | $368k | 6.6k | 55.56 |
| 2022-09-30 | $376k | 6.7k | 55.86 |
| 2022-06-30 | $390k | 6.7k | 57.94 |
| 2022-03-31 | $511k | 6.8k | 74.81 |
| 2021-12-31 | $563k | 3.4k | 163.62 |
| 2021-09-30 | $523k | 3.5k | 148.12 |
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