Schwab U S Large Cap Growth ETF shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark 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 HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 9.2k | 31.91 |
| 2025-06-30 | $212k | 7.2k | 29.21 |
| 2025-03-31 | $51k | 2.0k | 25.04 |
| 2024-12-31 | $57k | 2.0k | 27.87 |
| 2024-09-30 | $53k | 511 | 104.11 |
| 2024-06-30 | $51k | 510 | 100.76 |
| 2024-03-31 | $47k | 510 | 92.64 |
| 2023-12-31 | $66k | 793 | 82.99 |
| 2023-09-30 | $58k | 792 | 72.74 |
| 2023-06-30 | $34k | 452 | 74.90 |
| 2023-03-31 | $29k | 451 | 65.20 |
| 2022-12-31 | $25k | 451 | 55.51 |
| 2022-09-30 | $25k | 450 | 55.56 |
| 2022-06-30 | $25k | 424 | 58.96 |
| 2022-03-31 | $32k | 424 | 75.47 |
| 2021-12-31 | $35k | 212 | 165.09 |
| 2021-09-30 | $31k | 211 | 146.92 |
| 2021-06-30 | $31k | 211 | 146.92 |
| 2021-03-31 | $27k | 211 | 127.96 |
| 2020-12-31 | $27k | 211 | 127.96 |
| 2020-09-30 | $24k | 210 | 114.29 |
| 2020-06-30 | $21k | 210 | 100.00 |
| 2020-03-31 | $17k | 210 | 79.56 |
| 2019-12-31 | $19k | 209 | 90.91 |
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