Schwab U S Large Cap Growth ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group 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 National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $435k | 14k | 31.91 |
| 2025-06-30 | $388k | 13k | 29.21 |
| 2025-03-31 | $332k | 13k | 25.04 |
| 2024-12-31 | $351k | 13k | 27.87 |
| 2024-09-30 | $227k | 2.2k | 104.18 |
More positions owned by National Wealth Management Group
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