Schwab U S Large Cap Growth ETF shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management 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 Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 598k | 31.91 |
| 2025-06-30 | $18M | 613k | 29.21 |
| 2025-03-31 | $13M | 502k | 25.04 |
| 2024-12-31 | $5.3M | 189k | 27.87 |
| 2024-09-30 | $4.9M | 48k | 104.18 |
| 2024-06-30 | $4.6M | 46k | 100.84 |
| 2024-03-31 | $4.2M | 45k | 92.72 |
| 2023-12-31 | $4.2M | 51k | 82.96 |
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