Schwab U S Large Cap Growth ETF shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric 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 Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $533k | 17k | 31.91 |
| 2025-06-30 | $488k | 17k | 29.21 |
| 2025-03-31 | $418k | 17k | 25.04 |
| 2024-12-31 | $465k | 17k | 27.87 |
| 2024-09-30 | $435k | 4.2k | 104.18 |
| 2024-03-31 | $387k | 4.2k | 92.72 |
| 2023-12-31 | $346k | 4.2k | 82.96 |
| 2023-09-30 | $303k | 4.2k | 72.72 |
| 2023-06-30 | $320k | 4.2k | 76.67 |
| 2023-03-31 | $274k | 4.2k | 65.61 |
| 2022-12-31 | $232k | 4.2k | 55.56 |
| 2022-09-30 | $233k | 4.2k | 55.85 |
| 2022-06-30 | $242k | 4.2k | 58.01 |
| 2022-03-31 | $312k | 4.2k | 74.78 |
| 2021-12-31 | $342k | 2.1k | 163.95 |
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