Schwab U S Large Cap Growth ETF shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 104.18 |
| 2024-06-30 | $1.1M | 11k | 100.84 |
| 2024-03-31 | $1.0M | 11k | 92.72 |
| 2023-12-31 | $903k | 11k | 82.96 |
| 2023-09-30 | $883k | 12k | 72.72 |
| 2023-06-30 | $922k | 12k | 74.95 |
| 2023-03-31 | $879k | 14k | 65.17 |
| 2022-12-31 | $774k | 14k | 55.56 |
| 2022-09-30 | $967k | 17k | 55.83 |
| 2022-06-30 | $1.1M | 19k | 57.98 |
| 2022-03-31 | $1.2M | 19k | 65.72 |
| 2021-12-31 | $1.9M | 11k | 163.78 |
| 2021-09-30 | $1.8M | 12k | 148.07 |
| 2021-06-30 | $1.8M | 13k | 145.99 |
| 2021-03-31 | $2.0M | 14k | 138.51 |
| 2020-12-31 | $5.7M | 44k | 128.50 |
Top funds holding Schwab U S Large Cap Growth ETF
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