Schwab U S Large Cap Growth ETF shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 703k | 31.91 |
| 2025-06-30 | $20M | 682k | 29.21 |
| 2025-03-31 | $17M | 668k | 25.04 |
| 2024-12-31 | $14M | 509k | 27.87 |
| 2024-09-30 | $12M | 115k | 104.18 |
| 2024-06-30 | $8.6M | 85k | 100.84 |
| 2024-03-31 | $6.6M | 72k | 92.72 |
| 2023-12-31 | $2.5M | 30k | 82.96 |
| 2023-09-30 | $1.6M | 22k | 72.72 |
Top funds holding Schwab U S Large Cap Growth ETF
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