Schwab U S Large Cap Growth ETF shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State 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 Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 7.8k | 31.91 |
| 2025-06-30 | $275k | 9.4k | 29.21 |
| 2025-03-31 | $649k | 26k | 25.04 |
| 2024-12-31 | $361k | 13k | 27.87 |
| 2022-03-31 | $231k | 1.8k | 129.70 |
| 2021-12-31 | $278k | 1.7k | 163.53 |
| 2021-09-30 | $252k | 1.7k | 148.24 |
| 2021-06-30 | $260k | 1.8k | 145.99 |
| 2021-03-31 | $231k | 1.8k | 129.70 |
| 2020-12-31 | $229k | 1.8k | 128.58 |
| 2020-09-30 | $346k | 3.0k | 115.10 |
| 2020-03-31 | $239k | 3.0k | 79.51 |
| 2019-12-31 | $1.1M | 12k | 92.92 |
| 2019-09-30 | $253k | 3.0k | 84.17 |
| 2019-06-30 | $250k | 3.0k | 83.17 |
| 2019-03-31 | $369k | 4.6k | 79.46 |
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