Schwab U S Large Cap Growth ETF shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes 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 Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 90k | 104.18 |
| 2024-06-30 | $9.1M | 91k | 100.84 |
| 2024-03-31 | $8.4M | 91k | 92.72 |
| 2023-12-31 | $7.2M | 87k | 82.96 |
| 2023-09-30 | $6.7M | 92k | 72.72 |
| 2023-06-30 | $7.0M | 93k | 74.95 |
| 2023-03-31 | $6.1M | 94k | 65.17 |
| 2022-12-31 | $5.2M | 93k | 55.56 |
| 2022-09-30 | $5.0M | 90k | 55.81 |
| 2022-06-30 | $5.0M | 87k | 57.99 |
| 2022-03-31 | $6.5M | 87k | 74.82 |
| 2021-12-31 | $6.9M | 42k | 163.75 |
| 2021-09-30 | $8.4M | 57k | 148.09 |
| 2021-06-30 | $8.4M | 57k | 145.97 |
| 2021-03-31 | $7.6M | 58k | 129.78 |
| 2020-12-31 | $6.9M | 54k | 128.42 |
| 2020-09-30 | $8.5M | 73k | 115.17 |
| 2020-06-30 | $7.7M | 76k | 101.55 |
| 2020-03-31 | $6.3M | 79k | 79.65 |
| 2019-12-31 | $9.9M | 106k | 92.91 |
| 2019-09-30 | $11M | 126k | 84.01 |
| 2019-06-30 | $11M | 131k | 83.21 |
| 2019-03-31 | $10M | 132k | 79.43 |
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