Schwab U S Large Cap Growth ETF shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront 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 Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $388k | 15k | 26.73 |
| 2024-06-30 | $349k | 3.5k | 100.84 |
| 2024-03-31 | $311k | 3.5k | 89.85 |
| 2023-12-31 | $287k | 3.5k | 82.96 |
| 2023-09-30 | $251k | 3.5k | 72.67 |
| 2023-06-30 | $267k | 3.5k | 77.14 |
| 2023-03-31 | $241k | 3.7k | 65.17 |
| 2022-12-31 | $212k | 3.5k | 61.18 |
| 2022-09-30 | $201k | 3.5k | 58.09 |
| 2022-06-30 | $201k | 3.5k | 58.09 |
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