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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Great Waters Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 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 |
More positions owned by Great Waters Wealth Management
View all positions for Great Waters Wealth Management
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF