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Schwab U S Large Cap Growth ETF shares owned by Family Asset Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Family Asset Management from 13F filings

Historical chart of Family Asset Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 187k 104.18
2024-06-30 $19M 184k 100.84
2024-03-31 $18M 188k 92.72
2023-12-31 $17M 199k 82.96
2023-09-30 $14M 197k 72.72
2023-06-30 $16M 210k 74.95
2023-03-31 $12M 190k 65.17
2022-12-31 $8.2M 148k 55.56