Schwab U S Large Cap Growth ETF shares owned by HB Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $42M | 399k | 104.18 |
| 2024-06-30 | $41M | 403k | 100.84 |
| 2024-03-31 | $38M | 410k | 92.72 |
| 2023-12-31 | $35M | 416k | 82.96 |
| 2023-09-30 | $32M | 434k | 72.72 |
| 2023-06-30 | $33M | 444k | 74.95 |
| 2023-03-31 | $30M | 462k | 65.17 |
| 2022-12-31 | $26M | 473k | 55.56 |
| 2022-09-30 | $20M | 352k | 55.81 |
| 2022-06-30 | $18M | 315k | 57.99 |
| 2022-03-31 | $24M | 314k | 74.82 |
| 2021-12-31 | $14M | 86k | 163.75 |
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