Schwab U S Large Cap Growth ETF shares owned by WealthCare Investment Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by WealthCare Investment Partners
from 13F filings
Historical chart of WealthCare Investment 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 Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $692k | 22k | 32.09 |
| 2025-06-30 | $559k | 19k | 29.42 |
| 2025-03-31 | $437k | 19k | 23.02 |
| 2024-12-31 | $511k | 18k | 27.84 |
| 2024-09-30 | $475k | 4.6k | 102.93 |
| 2024-06-30 | $493k | 4.9k | 100.83 |
| 2024-03-31 | $449k | 4.8k | 92.71 |
| 2023-12-31 | $375k | 4.6k | 82.38 |
| 2023-09-30 | $297k | 4.0k | 73.36 |
| 2023-06-30 | $310k | 4.1k | 74.97 |
| 2023-03-31 | $269k | 4.1k | 65.17 |
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