Schwab U S Large Cap Growth ETF shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.4M | 81k | 29.33 |
| 2025-12-31 | $2.5M | 76k | 32.78 |
| 2025-09-30 | $2.2M | 68k | 32.05 |
| 2025-06-30 | $1.7M | 59k | 29.00 |
| 2025-03-31 | $1.5M | 61k | 25.24 |
| 2024-12-31 | $1.5M | 52k | 27.87 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF