Schwab U S Large Cap Growth ETF shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions 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 Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 301k | 31.91 |
| 2025-06-30 | $8.7M | 298k | 29.21 |
| 2025-03-31 | $7.3M | 293k | 25.04 |
| 2024-12-31 | $7.9M | 285k | 27.87 |
| 2024-09-30 | $8.0M | 77k | 104.18 |
| 2024-06-30 | $8.5M | 84k | 100.84 |
| 2024-03-31 | $7.2M | 77k | 92.72 |
| 2023-12-31 | $6.4M | 78k | 82.96 |
| 2023-09-30 | $5.2M | 71k | 72.72 |
| 2023-06-30 | $5.3M | 70k | 74.95 |
| 2023-03-31 | $4.2M | 64k | 65.17 |
| 2022-12-31 | $3.6M | 65k | 55.56 |
| 2022-09-30 | $3.4M | 60k | 55.81 |
| 2022-06-30 | $3.4M | 59k | 57.99 |
| 2022-03-31 | $4.7M | 63k | 74.82 |
| 2021-12-31 | $5.3M | 32k | 163.75 |
| 2021-09-30 | $4.9M | 33k | 148.09 |
| 2021-06-30 | $5.0M | 34k | 145.96 |
| 2021-03-31 | $4.0M | 31k | 129.78 |
| 2020-12-31 | $3.7M | 29k | 128.41 |
| 2020-09-30 | $3.8M | 33k | 115.17 |
| 2020-06-30 | $4.3M | 42k | 101.54 |
| 2020-03-31 | $3.7M | 46k | 79.65 |
| 2019-12-31 | $5.2M | 56k | 92.91 |
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