Schwab U S Large Cap Growth ETF shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment 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 Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 14k | 104.18 |
| 2024-06-30 | $1.5M | 14k | 100.84 |
| 2024-03-31 | $1.3M | 15k | 92.72 |
| 2023-12-31 | $1.2M | 14k | 82.96 |
| 2023-09-30 | $1.1M | 15k | 72.72 |
| 2023-06-30 | $1.1M | 15k | 74.95 |
| 2023-03-31 | $937k | 14k | 65.17 |
| 2022-12-31 | $913k | 16k | 55.56 |
| 2022-09-30 | $613k | 11k | 55.81 |
| 2022-06-30 | $520k | 9.0k | 57.97 |
| 2022-03-31 | $671k | 9.0k | 74.80 |
| 2021-12-31 | $727k | 4.4k | 163.74 |
| 2021-09-30 | $654k | 4.4k | 148.03 |
| 2021-06-30 | $645k | 4.4k | 145.99 |
| 2021-03-31 | $572k | 4.4k | 129.76 |
| 2020-12-31 | $563k | 4.4k | 128.51 |
| 2020-09-30 | $510k | 4.4k | 115.20 |
| 2020-06-30 | $430k | 4.2k | 101.49 |
| 2020-03-31 | $379k | 4.8k | 79.66 |
| 2019-12-31 | $461k | 5.0k | 92.83 |
| 2019-09-30 | $420k | 5.0k | 84.07 |
| 2019-06-30 | $368k | 4.4k | 83.30 |
| 2019-03-31 | $283k | 3.6k | 79.54 |
| 2018-12-31 | $237k | 3.4k | 68.84 |
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