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Schwab U S Large Cap Growth ETF shares owned by Bp Wealth Management

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

Historical chart of Bp Wealth Management 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 Bp Wealth Management 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 Bp Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 26k 92.72
2023-12-31 $2.1M 25k 82.96
2023-09-30 $1.3M 18k 72.72
2023-06-30 $1.5M 20k 74.95
2023-03-31 $2.2M 34k 65.17
2022-12-31 $1.0M 18k 55.56
2022-09-30 $3.2M 57k 55.80
2022-06-30 $527k 9.1k 58.00
2022-03-31 $82k 1.1k 74.55
2021-03-31 $434k 3.3k 129.90
2020-12-31 $429k 3.3k 128.52
2020-09-30 $346k 3.0k 115.14