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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Capital Advisors 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
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