Schwab U S Large Cap Growth ETF shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network 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 Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $829k | 26k | 31.91 |
| 2025-06-30 | $800k | 27k | 29.21 |
| 2025-03-31 | $673k | 27k | 25.04 |
| 2024-12-31 | $571k | 21k | 27.87 |
| 2024-09-30 | $394k | 3.8k | 104.18 |
| 2024-06-30 | $354k | 3.5k | 100.84 |
| 2024-03-31 | $321k | 3.5k | 92.72 |
| 2023-12-31 | $222k | 2.7k | 82.96 |
| 2021-12-31 | $446k | 2.7k | 163.79 |
| 2021-09-30 | $404k | 2.5k | 162.77 |
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