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Schwab U S Large Cap Growth ETF shares owned by One Charles Private Wealth Services

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

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 275k 31.91
2025-06-30 $7.1M 243k 29.21