Schwab U S Large Cap Growth ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $17M | 534k | 32.62 |
| 2025-09-30 | $9.6M | 300k | 31.91 |
| 2025-06-30 | $2.1M | 72k | 29.21 |
| 2025-03-31 | $13M | 514k | 25.04 |
| 2024-12-31 | $17M | 621k | 27.87 |
| 2024-09-30 | $7.3M | 70k | 104.18 |
| 2020-09-30 | $372k | 3.2k | 115.03 |
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