Naviter Wealth »

Schwab U S Large Cap Growth ETF shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth 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 Naviter Wealth 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 7.3k 32.62
2023-09-30 $285k 3.9k 72.72
2023-06-30 $294k 3.9k 74.95