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Schwab U S Large Cap Growth ETF shares owned by Precision Wealth Strategies

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Precision Wealth Strategies from 13F filings

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $750k 7.2k 104.18
2024-06-30 $1.1M 11k 100.84
2024-03-31 $3.0M 32k 92.72
2023-12-31 $1.3M 16k 82.96
2023-09-30 $1.7M 23k 72.72
2022-12-31 $2.9M 53k 55.56
2022-09-30 $2.1M 37k 58.21
2022-06-30 $783k 13k 58.93
2022-03-31 $926k 12k 74.82
2021-12-31 $765k 4.7k 163.85
2021-09-30 $266k 1.8k 148.27