Merriman Wealth Management »

Schwab U S Large Cap Growth ETF shares owned by Merriman Wealth Management

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

Historical chart of Merriman 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 Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $266k 2.6k 100.96
2024-03-31 $244k 2.6k 92.73
2021-12-31 $1.4M 8.8k 163.76
2021-09-30 $1.3M 8.9k 148.12