Schwab U S Large Cap Growth ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.3M | 64k | 82.96 |
| 2023-09-30 | $4.8M | 66k | 72.72 |
| 2023-06-30 | $5.0M | 66k | 74.95 |
| 2023-03-31 | $4.3M | 66k | 65.17 |
| 2022-12-31 | $3.8M | 68k | 55.56 |
| 2022-09-30 | $3.8M | 69k | 55.81 |
| 2022-06-30 | $4.0M | 69k | 57.99 |
| 2022-03-31 | $5.3M | 70k | 74.81 |
| 2021-12-31 | $5.9M | 36k | 163.75 |
| 2021-09-30 | $5.3M | 36k | 148.10 |
| 2021-06-30 | $5.3M | 36k | 145.97 |
| 2021-03-31 | $4.7M | 37k | 129.79 |
| 2020-12-31 | $4.7M | 37k | 128.41 |
| 2020-09-30 | $4.2M | 36k | 115.16 |
| 2020-06-30 | $3.7M | 36k | 101.55 |
| 2020-03-31 | $2.9M | 36k | 79.66 |
| 2019-12-31 | $3.4M | 3.4k | 1000.00 |
| 2019-09-30 | $3.0M | 36k | 84.01 |
| 2019-06-30 | $3.0M | 36k | 83.21 |
| 2019-03-31 | $2.9M | 37k | 79.43 |
| 2018-09-30 | $3.1M | 38k | 81.18 |
| 2018-06-30 | $2.9M | 38k | 76.24 |
| 2018-03-31 | $2.7M | 38k | 72.15 |
| 2017-12-31 | $2.8M | 39k | 71.20 |
| 2017-09-30 | $2.7M | 40k | 66.22 |
| 2017-06-30 | $2.6M | 41k | 62.87 |
More positions owned by Institute For Wealth Management
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