Schwab U S Large Cap Growth ETF shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $272k | 3.3k | 82.96 |
| 2023-09-30 | $239k | 3.3k | 72.72 |
| 2023-06-30 | $290k | 3.9k | 74.95 |
| 2023-03-31 | $358k | 5.5k | 65.17 |
| 2022-12-31 | $298k | 5.4k | 55.56 |
| 2022-09-30 | $411k | 7.4k | 55.85 |
| 2022-06-30 | $357k | 6.2k | 58.01 |
| 2022-03-31 | $1.2M | 16k | 74.82 |
| 2021-12-31 | $506k | 3.1k | 163.81 |
| 2021-09-30 | $499k | 3.4k | 148.03 |
| 2021-06-30 | $786k | 5.4k | 146.04 |
| 2020-06-30 | $708k | 7.0k | 101.59 |
| 2020-03-31 | $1.9M | 24k | 79.64 |
| 2019-12-31 | $2.1M | 22k | 92.91 |
| 2019-09-30 | $1.9M | 23k | 84.02 |
| 2019-06-30 | $349k | 4.2k | 83.15 |
| 2018-03-31 | $1.7M | 28k | 60.48 |
| 2017-12-31 | $1.8M | 26k | 70.69 |
| 2017-09-30 | $1.7M | 26k | 66.09 |
| 2017-06-30 | $1.6M | 25k | 63.22 |
| 2017-03-31 | $1.7M | 28k | 60.48 |
| 2016-12-31 | $345k | 6.2k | 55.80 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF