Schwab U S Large Cap Growth ETF shares owned by Perissos Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Perissos Private Wealth Management
from 13F filings
Historical chart of Perissos Private 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 Perissos Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 157k | 31.91 |
| 2025-06-30 | $4.5M | 154k | 29.21 |
| 2025-03-31 | $3.9M | 154k | 25.04 |
| 2024-12-31 | $4.3M | 154k | 27.87 |
| 2024-09-30 | $2.9M | 28k | 104.18 |
| 2024-06-30 | $2.8M | 28k | 100.84 |
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