Schwab U S Large Cap Growth ETF shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison 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 Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 25k | 82.96 |
| 2023-09-30 | $1.7M | 24k | 72.72 |
| 2023-06-30 | $1.6M | 21k | 74.95 |
| 2023-03-31 | $1.2M | 19k | 65.17 |
| 2022-12-31 | $1.1M | 20k | 55.56 |
| 2022-09-30 | $1.8M | 33k | 55.80 |
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