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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.6M | 80k | 31.91 |
| 2025-06-30 | $6.5M | 222k | 29.21 |
| 2025-03-31 | $5.4M | 216k | 25.04 |
| 2024-12-31 | $1.9M | 70k | 27.87 |
| 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 |
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