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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Geometric Wealth Advisors 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 Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
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