Schwab U S Large Cap Growth ETF shares owned by SMART Wealth
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth 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 SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $496k | 16k | 31.91 |
| 2025-06-30 | $419k | 14k | 29.21 |
| 2025-03-31 | $354k | 14k | 25.04 |
| 2024-12-31 | $448k | 16k | 27.87 |
| 2024-09-30 | $529k | 5.1k | 104.18 |
| 2024-06-30 | $484k | 4.8k | 100.84 |
| 2024-03-31 | $443k | 4.8k | 92.72 |
| 2023-12-31 | $401k | 4.8k | 82.96 |
| 2022-12-31 | $277k | 5.0k | 55.56 |
Top funds holding Schwab U S Large Cap Growth ETF
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