Schwab U S Large Cap Growth ETF shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire 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 Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 88k | 32.62 |
| 2025-09-30 | $2.5M | 78k | 31.91 |
| 2025-06-30 | $1.8M | 63k | 29.21 |
| 2025-03-31 | $1.4M | 57k | 25.04 |
| 2024-12-31 | $1.4M | 52k | 27.87 |
| 2024-09-30 | $979k | 9.4k | 104.18 |
| 2024-06-30 | $596k | 5.9k | 100.84 |
| 2024-03-31 | $654k | 7.1k | 92.72 |
| 2023-12-31 | $576k | 6.7k | 85.54 |
| 2023-09-30 | $471k | 6.5k | 72.72 |
| 2023-06-30 | $467k | 6.2k | 74.95 |
| 2023-03-31 | $378k | 5.8k | 65.17 |
| 2022-12-31 | $172k | 3.1k | 55.45 |
| 2022-09-30 | $170k | 3.0k | 55.85 |
| 2022-06-30 | $286k | 4.9k | 57.93 |
| 2022-03-31 | $603k | 8.1k | 74.83 |
| 2021-12-31 | $691k | 4.2k | 163.82 |
| 2021-09-30 | $655k | 4.4k | 147.99 |
| 2021-06-30 | $611k | 4.2k | 146.10 |
| 2021-03-31 | $720k | 5.5k | 129.80 |
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