Schwab U S Large Cap Growth ETF shares owned by Twelve Points Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Twelve Points Wealth Management
from 13F filings
Historical chart of Twelve Points 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 Twelve Points Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $679k | 21k | 31.91 |
| 2025-06-30 | $622k | 21k | 29.21 |
| 2025-03-31 | $518k | 21k | 25.04 |
| 2024-12-31 | $577k | 21k | 27.87 |
| 2024-09-30 | $589k | 5.7k | 104.18 |
| 2024-06-30 | $704k | 7.0k | 100.84 |
| 2024-03-31 | $647k | 7.0k | 92.72 |
| 2023-12-31 | $579k | 7.0k | 82.96 |
| 2023-09-30 | $507k | 7.0k | 72.72 |
| 2023-06-30 | $487k | 6.5k | 74.95 |
| 2023-03-31 | $423k | 6.5k | 65.17 |
| 2022-12-31 | $361k | 6.5k | 55.56 |
| 2022-09-30 | $363k | 6.5k | 55.87 |
| 2022-06-30 | $377k | 6.5k | 58.03 |
| 2022-03-31 | $486k | 6.5k | 74.80 |
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