Schwab U S Large Cap Growth ETF shares owned by JFG Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by JFG Wealth Management
from 13F filings
Historical chart of JFG Wealth Management investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by JFG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by JFG Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.3M | 13k | 104.18 |
2024-06-30 | $1.3M | 13k | 100.84 |
2024-03-31 | $1.2M | 13k | 92.72 |
2023-12-31 | $1.3M | 16k | 82.96 |
2023-09-30 | $1.1M | 16k | 72.72 |
2023-06-30 | $1.1M | 14k | 74.95 |
2023-03-31 | $927k | 14k | 65.17 |
2022-12-31 | $789k | 14k | 55.56 |
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