Schwab U S Large Cap Growth ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $647k | 20k | 32.62 |
| 2024-12-31 | $492k | 18k | 28.06 |
| 2024-06-30 | $108k | 63k | 1.71 |
| 2021-09-30 | $30k | 204 | 147.06 |
| 2021-06-30 | $204k | 30k | 6.84 |
| 2021-03-31 | $26k | 204 | 127.45 |
| 2020-12-31 | $26k | 204 | 127.45 |
| 2020-09-30 | $47k | 404 | 116.34 |
| 2020-06-30 | $41k | 403 | 101.74 |
| 2020-03-31 | $32k | 403 | 79.40 |
| 2019-12-31 | $37k | 402 | 92.04 |
| 2019-09-30 | $34k | 400 | 85.00 |
Top funds holding Schwab U S Large Cap Growth ETF
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