Schwab U S Large Cap Growth ETF shares owned by Boyd Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Boyd Wealth Management
from 13F filings
Historical chart of Boyd Wealth Management investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Boyd Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Boyd Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 154k | 31.91 |
| 2025-06-30 | $4.7M | 162k | 29.21 |
| 2025-03-31 | $3.9M | 156k | 25.04 |
| 2024-12-31 | $3.8M | 137k | 27.87 |
| 2024-09-30 | $3.6M | 35k | 104.18 |
| 2024-06-30 | $3.5M | 35k | 100.84 |
| 2024-03-31 | $3.2M | 35k | 92.72 |
| 2023-12-31 | $2.9M | 35k | 82.96 |
| 2023-09-30 | $3.1M | 42k | 72.72 |
| 2023-06-30 | $3.3M | 43k | 74.95 |
| 2023-03-31 | $2.8M | 43k | 65.17 |
| 2022-12-31 | $2.2M | 40k | 55.56 |
| 2022-09-30 | $1.6M | 28k | 55.79 |
| 2022-06-30 | $1.0M | 17k | 58.00 |
| 2022-03-31 | $841k | 11k | 74.81 |
| 2021-12-31 | $878k | 5.4k | 163.74 |
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