Schwab U S Large Cap Growth ETF shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns 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 Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 248k | 31.91 |
| 2025-06-30 | $7.5M | 257k | 29.21 |
| 2025-03-31 | $5.7M | 228k | 25.04 |
| 2024-12-31 | $6.1M | 219k | 27.87 |
| 2024-09-30 | $6.5M | 63k | 104.18 |
| 2024-06-30 | $6.1M | 61k | 100.84 |
| 2024-03-31 | $5.4M | 59k | 92.72 |
Top funds holding Schwab U S Large Cap Growth ETF
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