Schwab U S Large Cap Growth ETF shares owned by BKA Wealth Consulting
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by BKA Wealth Consulting
from 13F filings
Historical chart of BKA Wealth Consulting 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 BKA Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 19k | 31.91 |
| 2025-06-30 | $592k | 20k | 29.21 |
| 2025-03-31 | $488k | 20k | 25.04 |
| 2024-12-31 | $560k | 20k | 27.87 |
| 2024-09-30 | $529k | 5.1k | 104.17 |
| 2024-06-30 | $501k | 5.0k | 100.85 |
| 2024-03-31 | $461k | 5.0k | 92.73 |
| 2023-12-31 | $413k | 5.0k | 82.96 |
| 2023-09-30 | $352k | 4.8k | 72.72 |
| 2023-06-30 | $363k | 4.8k | 74.95 |
| 2023-03-31 | $315k | 4.8k | 64.92 |
| 2022-12-31 | $269k | 4.8k | 55.56 |
| 2022-09-30 | $264k | 4.7k | 55.77 |
| 2022-06-30 | $271k | 4.7k | 57.92 |
| 2022-03-31 | $350k | 4.7k | 74.88 |
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