Schwab U S Large Cap Growth ETF shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private 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 Private Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $45M | 444k | 100.84 |
| 2024-03-31 | $41M | 440k | 92.72 |
| 2023-12-31 | $29M | 344k | 82.96 |
| 2023-09-30 | $25M | 349k | 72.72 |
| 2023-06-30 | $27M | 354k | 74.95 |
| 2023-03-31 | $23M | 356k | 65.17 |
| 2022-12-31 | $18M | 328k | 55.56 |
| 2022-09-30 | $18M | 313k | 55.84 |
| 2022-06-30 | $18M | 305k | 57.96 |
| 2022-03-31 | $22M | 299k | 74.85 |
| 2021-12-31 | $24M | 144k | 163.64 |
| 2021-09-30 | $21M | 139k | 148.19 |
| 2021-06-30 | $20M | 133k | 145.96 |
| 2021-03-31 | $16M | 126k | 129.83 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF