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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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