Schwab U S Large Cap Growth ETF shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused 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 Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $382k | 3.7k | 104.18 |
| 2024-06-30 | $368k | 3.7k | 100.85 |
| 2024-03-31 | $338k | 3.6k | 92.73 |
| 2023-12-31 | $302k | 3.6k | 82.97 |
| 2023-09-30 | $520k | 7.1k | 72.72 |
| 2023-06-30 | $693k | 9.2k | 74.95 |
| 2023-03-31 | $601k | 9.2k | 65.17 |
| 2022-12-31 | $531k | 9.6k | 55.56 |
| 2022-09-30 | $962k | 17k | 55.81 |
| 2022-06-30 | $990k | 17k | 58.01 |
| 2022-03-31 | $1.2M | 16k | 74.80 |
| 2021-12-31 | $1.1M | 7.0k | 163.72 |
| 2021-09-30 | $1.0M | 7.0k | 148.08 |
| 2021-06-30 | $1.0M | 7.0k | 145.94 |
| 2021-03-31 | $2.7M | 21k | 129.78 |
| 2020-12-31 | $3.2M | 25k | 128.39 |
| 2020-09-30 | $2.8M | 25k | 115.17 |
| 2020-06-30 | $2.5M | 25k | 101.53 |
| 2020-03-31 | $2.0M | 25k | 79.66 |
| 2019-12-31 | $2.3M | 24k | 92.91 |
| 2019-09-30 | $2.0M | 24k | 84.01 |
| 2019-06-30 | $2.2M | 27k | 83.22 |
| 2019-03-31 | $2.5M | 32k | 79.43 |
| 2018-12-31 | $2.0M | 29k | 68.93 |
| 2018-09-30 | $483k | 5.9k | 81.99 |
| 2018-06-30 | $1.6M | 21k | 75.76 |
| 2018-03-31 | $91k | 1.3k | 72.05 |
Top funds holding Schwab U S Large Cap Growth ETF
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