Schwab U S Large Cap Growth ETF shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Watershed Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 28k | 31.91 |
| 2025-06-30 | $832k | 29k | 29.21 |
| 2025-03-31 | $719k | 29k | 25.04 |
| 2024-12-31 | $801k | 29k | 27.87 |
| 2024-09-30 | $753k | 7.2k | 104.18 |
| 2024-06-30 | $2.1M | 21k | 100.84 |
| 2024-03-31 | $1.9M | 21k | 92.72 |
| 2023-12-31 | $2.1M | 25k | 82.96 |
| 2023-09-30 | $1.3M | 17k | 72.72 |
Top funds holding Schwab U S Large Cap Growth ETF
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