Schwab U S Large Cap Growth ETF shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck 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 Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 11k | 100.95 |
| 2024-03-31 | $1.0M | 11k | 92.72 |
| 2023-12-31 | $943k | 11k | 82.98 |
| 2023-09-30 | $805k | 11k | 72.72 |
| 2023-06-30 | $841k | 11k | 74.95 |
| 2023-03-31 | $711k | 11k | 65.17 |
| 2022-12-31 | $719k | 13k | 55.56 |
| 2022-03-31 | $381k | 5.1k | 74.85 |
| 2021-12-31 | $536k | 3.3k | 163.71 |
| 2021-09-30 | $356k | 2.4k | 148.02 |
| 2021-06-30 | $1.1M | 7.4k | 145.99 |
| 2021-03-31 | $964k | 7.4k | 129.73 |
| 2020-12-31 | $309k | 2.4k | 128.48 |
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