Schwab U S Large Cap Growth ETF shares owned by Leeward Financial Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Leeward Financial Partners
from 13F filings
Historical chart of Leeward Financial Partners 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 Leeward Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 407k | 31.91 |
| 2025-06-30 | $12M | 397k | 29.21 |
| 2025-03-31 | $9.9M | 394k | 25.04 |
| 2024-12-31 | $11M | 380k | 27.87 |
| 2024-09-30 | $9.8M | 94k | 104.18 |
| 2024-06-30 | $9.2M | 92k | 100.84 |
| 2024-03-31 | $8.1M | 88k | 92.72 |
| 2023-12-31 | $6.8M | 82k | 82.96 |
| 2023-09-30 | $5.8M | 80k | 72.72 |
| 2023-06-30 | $5.0M | 67k | 74.95 |
| 2023-03-31 | $539k | 8.3k | 65.17 |
| 2022-12-31 | $462k | 8.3k | 55.56 |
| 2022-09-30 | $3.4M | 62k | 55.80 |
| 2022-06-30 | $3.6M | 62k | 57.98 |
| 2022-03-31 | $4.3M | 58k | 74.81 |
| 2021-12-31 | $4.6M | 28k | 163.75 |
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