Schwab U S Large Cap Growth ETF shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 11k | 31.91 |
| 2025-06-30 | $314k | 11k | 29.21 |
| 2025-03-31 | $314k | 13k | 25.04 |
| 2024-12-31 | $361k | 13k | 27.87 |
| 2024-09-30 | $327k | 3.1k | 104.17 |
| 2024-06-30 | $318k | 3.2k | 100.95 |
| 2024-03-31 | $212k | 2.3k | 92.72 |
| 2022-12-31 | $234k | 4.2k | 55.56 |
| 2022-09-30 | $235k | 4.2k | 55.81 |
| 2022-06-30 | $244k | 4.2k | 57.94 |
| 2022-03-31 | $312k | 4.2k | 74.82 |
| 2021-12-31 | $368k | 2.2k | 163.92 |
| 2021-09-30 | $323k | 2.2k | 148.10 |
| 2021-06-30 | $324k | 2.2k | 146.01 |
| 2021-03-31 | $311k | 2.4k | 129.58 |
| 2020-12-31 | $327k | 2.5k | 128.29 |
| 2020-09-30 | $284k | 2.5k | 114.98 |
| 2020-06-30 | $256k | 2.5k | 101.47 |
| 2020-03-31 | $201k | 2.5k | 79.67 |
| 2019-12-31 | $261k | 2.8k | 92.85 |
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