Schwab U S Large Cap Growth ETF shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors 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 New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 60k | 31.91 |
| 2025-06-30 | $1.8M | 60k | 30.24 |
| 2025-03-31 | $1.5M | 61k | 25.04 |
| 2024-12-31 | $1.8M | 66k | 27.87 |
| 2024-09-30 | $1.7M | 17k | 104.18 |
| 2023-12-31 | $1.7M | 21k | 82.96 |
| 2023-09-30 | $1.1M | 16k | 72.72 |
More positions owned by New England Private Wealth Advisors
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