Schwab U S Large Cap Growth ETF shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co 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 Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 29k | 104.18 |
| 2024-06-30 | $2.8M | 28k | 100.84 |
| 2024-03-31 | $2.6M | 28k | 92.72 |
| 2023-12-31 | $2.3M | 28k | 82.96 |
| 2023-09-30 | $208k | 2.9k | 72.72 |
| 2023-06-30 | $215k | 2.9k | 74.95 |
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