Schwab U S Large Cap Growth ETF shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private 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 Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 12k | 31.91 |
| 2025-06-30 | $515k | 18k | 29.21 |
| 2025-03-31 | $290k | 12k | 25.04 |
| 2024-12-31 | $320k | 12k | 27.87 |
| 2024-09-30 | $228k | 2.2k | 104.18 |
| 2024-06-30 | $178k | 1.8k | 100.84 |
| 2024-03-31 | $97k | 1.0k | 92.75 |
| 2023-12-31 | $76k | 914 | 82.97 |
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