Schwab U S Large Cap Growth ETF shares owned by Long Island Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Long Island Wealth Management
from 13F filings
Historical chart of Long Island 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 Long Island Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 180k | 31.91 |
| 2025-06-30 | $5.3M | 181k | 29.21 |
| 2025-03-31 | $4.7M | 188k | 25.04 |
| 2024-12-31 | $5.2M | 187k | 27.87 |
| 2024-09-30 | $6.5M | 63k | 104.18 |
| 2024-06-30 | $4.8M | 48k | 100.84 |
| 2024-03-31 | $4.5M | 49k | 92.71 |
| 2023-12-31 | $4.2M | 51k | 82.96 |
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