Schwab U S Large Cap Growth ETF shares owned by Wealth Effects
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects 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 Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 13k | 31.91 |
| 2025-06-30 | $382k | 13k | 29.21 |
| 2025-03-31 | $356k | 14k | 25.04 |
| 2024-12-31 | $399k | 14k | 27.87 |
| 2024-09-30 | $339k | 3.3k | 104.18 |
| 2024-06-30 | $306k | 3.0k | 100.84 |
| 2024-03-31 | $218k | 2.4k | 92.72 |
Top funds holding Schwab U S Large Cap Growth ETF
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