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Schwab U S Large Cap Growth ETF shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services 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 McKinley Carter Wealth Services 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 McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 80k 31.91
2025-06-30 $2.4M 81k 29.21
2025-03-31 $558k 22k 25.04
2019-12-31 $82k 877 93.50