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Schwab U S Large Cap Growth ETF shares owned by River Wealth Advisors

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

Historical chart of River Wealth Advisors 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 River Wealth Advisors 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 River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $245k 8.4k 29.13
2018-12-31 $10k 150 66.67
2018-09-30 $10k 119 84.03
2018-06-30 $3.0k 46 65.22