Schwab U S Large Cap Growth ETF shares owned by Waterford Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford 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 Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 13k | 31.91 |
| 2025-06-30 | $368k | 10k | 36.79 |
| 2025-03-31 | $315k | 13k | 25.04 |
| 2024-12-31 | $351k | 13k | 27.87 |
| 2024-09-30 | $328k | 3.1k | 104.18 |
| 2024-06-30 | $317k | 3.1k | 100.84 |
| 2024-03-31 | $292k | 3.1k | 92.72 |
| 2023-09-30 | $229k | 3.1k | 72.72 |
| 2023-06-30 | $236k | 3.1k | 75.04 |
| 2023-03-31 | $205k | 3.1k | 65.18 |
Top funds holding Schwab U S Large Cap Growth ETF
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