Schwab U S Large Cap Growth ETF shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 11k | 31.91 |
| 2025-06-30 | $307k | 11k | 29.21 |
| 2025-03-31 | $263k | 11k | 25.04 |
| 2024-12-31 | $293k | 11k | 27.87 |
| 2024-09-30 | $274k | 2.6k | 104.18 |
| 2024-06-30 | $265k | 2.6k | 100.92 |
| 2024-03-31 | $244k | 2.6k | 92.72 |
| 2023-12-31 | $239k | 2.9k | 82.98 |
| 2023-09-30 | $213k | 2.9k | 72.72 |
| 2023-06-30 | $220k | 2.9k | 74.95 |
| 2023-03-31 | $191k | 2.9k | 65.17 |
| 2022-12-31 | $159k | 2.9k | 55.56 |
| 2022-09-30 | $157k | 2.8k | 55.87 |
| 2022-06-30 | $163k | 2.8k | 58.01 |
| 2022-03-31 | $210k | 2.8k | 74.73 |
| 2021-12-31 | $230k | 1.4k | 163.70 |
| 2021-09-30 | $215k | 1.5k | 147.77 |
| 2021-06-30 | $212k | 1.5k | 145.70 |
| 2021-03-31 | $208k | 1.6k | 129.60 |
| 2020-12-31 | $222k | 1.7k | 128.32 |
| 2020-09-30 | $214k | 1.9k | 115.05 |
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