Schwab U S Large Cap Growth ETF shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify 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 Diversify Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 169k | 33.52 |
| 2025-06-30 | $5.2M | 169k | 30.69 |
| 2025-03-31 | $4.2M | 164k | 25.41 |
| 2024-12-31 | $4.2M | 153k | 27.71 |
| 2024-09-30 | $3.9M | 150k | 26.28 |
| 2024-06-30 | $305k | 3.3k | 92.64 |
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