Schwab U S Large Cap Growth ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 56k | 32.62 |
| 2025-09-30 | $2.4M | 75k | 31.91 |
| 2025-06-30 | $556k | 19k | 29.21 |
| 2025-03-31 | $247k | 9.8k | 25.04 |
| 2024-12-31 | $13k | 476 | 27.87 |
| 2024-09-30 | $13k | 127 | 104.18 |
| 2024-06-30 | $14k | 143 | 99.87 |
| 2024-03-31 | $16k | 198 | 82.96 |
| 2023-12-31 | $16k | 198 | 82.96 |
| 2023-09-30 | $31k | 432 | 72.72 |
| 2023-06-30 | $25k | 336 | 74.95 |
| 2023-03-31 | $9.5k | 145 | 65.26 |
| 2022-12-31 | $4.1k | 73 | 55.50 |
| 2022-09-30 | $0 | 73 | 0.00 |
| 2022-06-30 | $0 | 4 | 0.00 |
| 2022-03-31 | $0 | 4 | 0.00 |
| 2021-12-31 | $0 | 2 | 0.00 |
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