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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Long Island Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-06-30 $4.8M 48k 100.84
2024-03-31 $4.5M 49k 92.71
2023-12-31 $4.2M 51k 82.96