Schwab U S Large Cap Growth ETF shares owned by Gray Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Gray Wealth Management
from 13F filings
Historical chart of Gray 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 Gray Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 55k | 27.87 |
| 2024-09-30 | $1.4M | 13k | 104.18 |
| 2024-06-30 | $1.4M | 14k | 100.84 |
| 2024-03-31 | $1.2M | 13k | 92.72 |
| 2023-12-31 | $1.0M | 13k | 82.96 |
| 2023-09-30 | $954k | 13k | 72.72 |
| 2023-06-30 | $889k | 12k | 74.95 |
| 2023-03-31 | $773k | 12k | 65.17 |
| 2022-12-31 | $397k | 7.1k | 55.56 |
| 2022-09-30 | $400k | 7.2k | 55.84 |
| 2022-06-30 | $410k | 7.1k | 58.01 |
| 2022-03-31 | $529k | 7.1k | 74.84 |
| 2021-12-31 | $577k | 3.5k | 163.73 |
| 2021-09-30 | $527k | 3.6k | 148.03 |
| 2021-06-30 | $529k | 3.6k | 145.97 |
| 2021-03-31 | $469k | 3.6k | 129.70 |
| 2020-12-31 | $464k | 3.6k | 128.28 |
| 2020-09-30 | $541k | 4.7k | 115.06 |
| 2020-06-30 | $483k | 4.8k | 101.43 |
| 2020-03-31 | $379k | 4.8k | 79.59 |
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