Schwab U S Large Cap Growth ETF shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge 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 Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $586k | 18k | 31.91 |
| 2025-06-30 | $652k | 22k | 29.21 |
| 2025-03-31 | $599k | 24k | 25.04 |
| 2024-12-31 | $605k | 22k | 27.87 |
| 2024-09-30 | $603k | 5.8k | 104.18 |
| 2024-06-30 | $535k | 5.3k | 100.84 |
| 2024-03-31 | $536k | 5.8k | 92.72 |
More positions owned by Lakeridge Wealth Management
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