Schwab U S Large Cap Growth ETF shares owned by Great Waters Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Great Waters Wealth Management
from 13F filings
Historical chart of Great Waters 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 Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 46k | 31.91 |
| 2025-06-30 | $1.7M | 59k | 29.21 |
| 2025-03-31 | $1.5M | 61k | 25.04 |
| 2024-12-31 | $1.7M | 62k | 27.87 |
| 2024-09-30 | $1.7M | 16k | 104.18 |
| 2024-06-30 | $1.7M | 17k | 100.84 |
| 2024-03-31 | $1.6M | 17k | 92.72 |
| 2023-12-31 | $1.4M | 17k | 80.95 |
| 2023-09-30 | $1.6M | 21k | 74.40 |
| 2023-06-30 | $1.6M | 22k | 74.95 |
| 2023-03-31 | $1.5M | 23k | 65.02 |
| 2022-12-31 | $1.4M | 24k | 59.55 |
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