Schwab U S Large Cap Growth ETF shares owned by Wealth Management Resources
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wealth Management Resources
from 13F filings
Historical chart of Wealth Management Resources 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 Management Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 3.7k | 92.73 |
| 2023-12-31 | $315k | 3.8k | 82.97 |
| 2023-09-30 | $276k | 3.8k | 72.72 |
| 2023-06-30 | $244k | 3.3k | 74.96 |
| 2023-03-31 | $204k | 3.1k | 65.18 |
| 2022-03-31 | $243k | 3.3k | 74.75 |
| 2021-12-31 | $266k | 1.6k | 163.79 |
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