Schwab U S Large Cap Growth ETF shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management 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 OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 34k | 31.91 |
| 2025-06-30 | $940k | 32k | 29.21 |
| 2025-03-31 | $590k | 24k | 25.04 |
| 2024-09-30 | $1.2M | 12k | 104.22 |
| 2024-03-31 | $5.9M | 63k | 92.72 |
| 2023-12-31 | $6.0M | 72k | 82.99 |
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