Schwab U S Large Cap Growth ETF shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group 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 Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 8.5k | 31.91 |
| 2025-06-30 | $247k | 8.5k | 29.21 |
| 2025-03-31 | $212k | 8.5k | 25.07 |
| 2024-12-31 | $236k | 8.5k | 27.91 |
| 2024-09-30 | $220k | 2.1k | 104.07 |
| 2024-06-30 | $213k | 2.1k | 100.76 |
Top funds holding Schwab U S Large Cap Growth ETF
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