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
Download as csv Download as ExcelQuarterly 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 |
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