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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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