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Schwab U S Large Cap Growth ETF shares owned by Basepoint Wealth

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Basepoint Wealth from 13F filings

Historical chart of Basepoint Wealth 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 Basepoint Wealth 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 8.3k 32.62
2025-09-30 $439k 14k 31.91
2025-06-30 $402k 14k 29.21
2025-03-31 $368k 15k 25.04
2024-12-31 $475k 17k 27.87
2024-09-30 $976k 9.4k 104.18
2024-06-30 $956k 9.5k 100.84
2024-03-31 $942k 10k 92.72