Schwab U S Large Cap Growth ETF shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom 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 Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 93k | 31.91 |
| 2025-06-30 | $3.3M | 114k | 29.21 |
| 2025-03-31 | $2.8M | 111k | 25.04 |
| 2024-12-31 | $2.6M | 94k | 27.87 |
| 2024-09-30 | $2.7M | 26k | 104.18 |
| 2024-06-30 | $2.7M | 27k | 100.84 |
| 2024-03-31 | $2.7M | 29k | 92.72 |
| 2023-12-31 | $2.3M | 28k | 82.96 |
| 2023-09-30 | $2.0M | 28k | 72.72 |
| 2023-06-30 | $2.1M | 28k | 74.95 |
| 2023-03-31 | $1.7M | 26k | 65.17 |
| 2022-12-31 | $655k | 12k | 55.56 |
More positions owned by Heirloom Wealth Management
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