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Schwab U S Large Cap Growth ETF shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 73k 32.17
2025-06-30 $2.0M 67k 29.44
2025-03-31 $1.6M 66k 24.36
2024-12-31 $1.4M 51k 27.71
2024-09-30 $750k 7.3k 102.93
2024-06-30 $591k 5.7k 104.08
2024-03-31 $525k 5.7k 92.48
2023-12-31 $565k 6.9k 82.38
2023-09-30 $441k 5.9k 74.73
2023-06-30 $427k 5.6k 76.67
2023-03-31 $358k 5.5k 64.84
2022-12-31 $306k 5.5k 55.37