Fourth Dimension Wealth »

Schwab U S Large Cap Growth ETF shares owned by Fourth Dimension Wealth

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fourth Dimension Wealth from 13F filings

Historical chart of Fourth Dimension Wealth 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 Fourth Dimension Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 6.8k 31.91
2025-06-30 $278k 9.5k 29.21
2025-03-31 $243k 9.7k 25.04
2024-12-31 $270k 9.7k 27.87