Schwab U S Large Cap Growth ETF shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 493k | 31.91 |
| 2025-06-30 | $20M | 678k | 29.21 |
| 2025-03-31 | $15M | 602k | 25.04 |
| 2024-12-31 | $16M | 577k | 27.87 |
| 2024-09-30 | $16M | 157k | 104.18 |
| 2024-06-30 | $1.8M | 17k | 100.84 |
| 2024-03-31 | $1.5M | 17k | 92.72 |
| 2023-12-31 | $1.3M | 15k | 82.96 |
| 2023-09-30 | $1.0M | 14k | 72.72 |
| 2023-06-30 | $778k | 10k | 74.95 |
| 2023-03-31 | $444k | 6.8k | 65.17 |
| 2021-03-31 | $11k | 83 | 132.53 |
| 2020-03-31 | $7.0k | 82 | 85.37 |
| 2019-12-31 | $8.0k | 82 | 97.56 |
| 2019-09-30 | $7.0k | 82 | 85.37 |
| 2019-06-30 | $9.0k | 109 | 82.57 |
| 2019-03-31 | $9.0k | 109 | 82.57 |
| 2018-12-31 | $8.0k | 109 | 73.39 |
| 2018-09-30 | $9.0k | 109 | 82.57 |
| 2018-06-30 | $8.0k | 109 | 73.39 |
| 2018-03-31 | $8.0k | 109 | 73.39 |
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