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

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

Historical chart of BIP 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 BIP 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $58M 1.8M 32.62
2025-09-30 $1.1M 33k 31.91
2025-06-30 $497k 17k 29.21
2025-03-31 $524k 21k 25.04
2024-12-31 $573k 21k 27.87
2024-09-30 $449k 4.3k 104.19
2024-06-30 $346k 3.4k 100.86
2024-03-31 $313k 3.4k 92.72
2023-12-31 $334k 4.0k 82.96
2023-09-30 $293k 4.0k 72.72
2023-06-30 $222k 3.0k 74.95
2023-03-31 $217k 3.3k 65.17