Schwab U S Large Cap Growth ETF shares owned by GeoWealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth 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 GeoWealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $6.6M | 236k | 27.87 |
2024-09-30 | $15M | 144k | 104.18 |
2024-06-30 | $2.0M | 20k | 100.84 |
2024-03-31 | $57M | 614 | 92760.59 |
2023-09-30 | $491k | 6.7k | 72.97 |
2023-06-30 | $414k | 5.5k | 74.83 |
2023-03-31 | $393k | 6.0k | 65.04 |
2022-09-30 | $4.7M | 85k | 55.80 |
2022-06-30 | $423k | 7.3k | 57.96 |
2022-03-31 | $2.5M | 33k | 74.82 |
2021-12-31 | $12M | 71k | 163.75 |
2021-09-30 | $7.9M | 53k | 148.08 |
2020-12-31 | $137k | 1.1k | 128.64 |
2020-09-30 | $123k | 1.1k | 115.49 |
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