Schwab U S Large Cap Growth ETF shares owned by Unique Wealth
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth 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 Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 753k | 31.91 |
| 2025-06-30 | $21M | 722k | 29.21 |
| 2025-03-31 | $20M | 796k | 25.04 |
| 2024-12-31 | $30M | 1.1M | 27.87 |
| 2024-09-30 | $31M | 299k | 104.18 |
| 2024-06-30 | $34M | 335k | 100.84 |
| 2024-03-31 | $31M | 337k | 92.71 |
| 2023-12-31 | $27M | 320k | 82.96 |
| 2023-09-30 | $23M | 320k | 72.72 |
| 2023-06-30 | $27M | 358k | 74.95 |
| 2023-03-31 | $22M | 342k | 65.17 |
| 2022-12-31 | $18M | 323k | 55.56 |
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