Schwab U S Large Cap Growth ETF shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital 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 Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $830k | 26k | 31.91 |
| 2025-06-30 | $760k | 26k | 29.21 |
| 2025-03-31 | $651k | 26k | 25.04 |
| 2024-12-31 | $821k | 30k | 27.87 |
| 2024-09-30 | $770k | 7.4k | 104.18 |
| 2024-06-30 | $745k | 7.4k | 100.84 |
| 2024-03-31 | $1.0M | 11k | 92.72 |
| 2023-12-31 | $613k | 7.4k | 82.96 |
| 2023-09-30 | $537k | 7.4k | 72.72 |
| 2023-06-30 | $554k | 7.4k | 74.95 |
| 2023-03-31 | $481k | 7.4k | 65.17 |
| 2022-12-31 | $410k | 7.4k | 55.51 |
| 2022-09-30 | $412k | 7.4k | 55.78 |
| 2022-06-30 | $220k | 3.8k | 58.11 |
| 2022-03-31 | $283k | 3.8k | 74.75 |
| 2021-12-31 | $296k | 1.8k | 163.63 |
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