Schwab U S Large Cap Growth ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 1.1M | 31.91 |
| 2025-06-30 | $24M | 817k | 29.21 |
| 2025-03-31 | $19M | 751k | 25.04 |
| 2024-12-31 | $21M | 738k | 27.87 |
| 2024-09-30 | $14M | 136k | 104.18 |
| 2024-06-30 | $5.3M | 52k | 100.84 |
| 2024-03-31 | $4.3M | 46k | 92.72 |
| 2023-09-30 | $1.3M | 18k | 72.72 |
Top funds holding Schwab U S Large Cap Growth ETF
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