Schwab U S Large Cap Growth ETF shares owned by PBWM Holdings
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings 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 PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $550k | 8.4k | 65.17 |
| 2022-12-31 | $489k | 8.8k | 55.57 |
| 2022-09-30 | $491k | 8.8k | 55.80 |
| 2022-06-30 | $510k | 8.8k | 57.95 |
| 2022-03-31 | $658k | 8.8k | 74.77 |
| 2021-12-31 | $721k | 4.4k | 163.86 |
| 2021-09-30 | $651k | 4.4k | 147.99 |
| 2021-06-30 | $642k | 4.4k | 145.94 |
| 2021-03-31 | $586k | 4.5k | 129.79 |
| 2020-12-31 | $632k | 4.9k | 128.48 |
| 2020-09-30 | $594k | 5.2k | 115.25 |
| 2020-06-30 | $523k | 5.2k | 101.51 |
| 2020-03-31 | $410k | 5.2k | 79.60 |
| 2019-12-31 | $764k | 8.2k | 92.97 |
| 2019-09-30 | $595k | 7.1k | 83.96 |
| 2019-06-30 | $473k | 5.7k | 83.22 |
| 2019-03-31 | $425k | 5.3k | 79.50 |
| 2018-12-31 | $470k | 6.8k | 68.93 |
| 2018-09-30 | $348k | 4.2k | 82.00 |
| 2018-06-30 | $329k | 4.3k | 75.74 |
| 2018-03-31 | $325k | 4.5k | 71.73 |
| 2017-12-31 | $309k | 4.4k | 70.81 |
| 2017-09-30 | $317k | 4.8k | 66.01 |
| 2017-06-30 | $303k | 4.8k | 63.16 |
| 2017-03-31 | $292k | 4.8k | 60.51 |
| 2016-12-31 | $713k | 13k | 55.83 |
| 2016-09-30 | $1.2M | 22k | 55.46 |
| 2016-06-30 | $1.5M | 29k | 52.48 |
| 2016-03-31 | $1.5M | 29k | 52.44 |
| 2015-12-31 | $1.5M | 28k | 52.84 |
Top funds holding Schwab U S Large Cap Growth ETF
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