Schwab U S Large Cap Growth ETF shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient 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 Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $79k | 2.8k | 27.83 |
| 2024-09-30 | $73k | 710 | 102.82 |
| 2024-06-30 | $131k | 1.3k | 100.61 |
| 2024-03-31 | $104k | 1.1k | 93.44 |
| 2023-12-31 | $92k | 1.1k | 82.66 |
| 2023-09-30 | $80k | 1.1k | 71.88 |
| 2023-06-30 | $83k | 1.1k | 74.57 |
| 2023-03-31 | $61k | 1.1k | 54.81 |
| 2022-12-31 | $62k | 1.1k | 55.71 |
| 2022-09-30 | $62k | 1.1k | 55.71 |
| 2022-06-30 | $58k | 1.0k | 58.00 |
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