Schwab U S Large Cap Growth ETF shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS 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 BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 48k | 31.91 |
| 2025-06-30 | $1.7M | 59k | 29.21 |
| 2025-03-31 | $1.0M | 42k | 25.04 |
| 2024-12-31 | $1.2M | 42k | 27.88 |
| 2024-03-31 | $1.1M | 12k | 92.69 |
| 2023-12-31 | $988k | 12k | 82.96 |
| 2023-09-30 | $868k | 12k | 72.72 |
| 2023-03-31 | $959k | 15k | 65.14 |
| 2022-12-31 | $566k | 10k | 55.58 |
| 2022-09-30 | $499k | 8.9k | 55.81 |
| 2022-06-30 | $518k | 8.9k | 57.94 |
| 2022-03-31 | $659k | 8.8k | 74.85 |
| 2021-12-31 | $713k | 4.4k | 163.76 |
| 2021-09-30 | $621k | 4.2k | 148.14 |
| 2021-06-30 | $585k | 4.0k | 145.85 |
| 2021-03-31 | $518k | 4.0k | 129.89 |
| 2020-12-31 | $589k | 4.6k | 128.52 |
| 2020-09-30 | $527k | 4.6k | 115.12 |
| 2020-06-30 | $447k | 4.4k | 101.48 |
| 2020-03-31 | $301k | 3.8k | 79.63 |
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