Schwab U S Large Cap Growth ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage 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 Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 372k | 31.91 |
| 2025-06-30 | $11M | 390k | 29.21 |
| 2025-03-31 | $8.6M | 343k | 25.04 |
| 2024-12-31 | $9.5M | 340k | 27.87 |
| 2024-09-30 | $9.2M | 89k | 104.18 |
| 2024-06-30 | $9.2M | 91k | 100.84 |
| 2024-03-31 | $8.2M | 89k | 92.72 |
| 2023-12-31 | $7.7M | 93k | 82.96 |
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