Schwab U S Large Cap Growth ETF shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 56k | 31.91 |
| 2025-06-30 | $1.6M | 54k | 29.21 |
| 2025-03-31 | $1.3M | 51k | 25.04 |
| 2024-12-31 | $1.2M | 45k | 27.87 |
| 2024-09-30 | $1.1M | 11k | 104.18 |
| 2024-06-30 | $1.0M | 9.9k | 100.84 |
| 2024-03-31 | $592k | 6.4k | 92.72 |
| 2023-12-31 | $510k | 6.1k | 82.96 |
| 2023-09-30 | $438k | 6.0k | 72.72 |
| 2023-06-30 | $425k | 5.7k | 74.95 |
| 2023-03-31 | $366k | 5.6k | 65.17 |
| 2022-12-31 | $298k | 5.4k | 55.56 |
More positions owned by Capital Advisors Wealth Management
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