Schwab U S Large Cap Growth ETF shares owned by West Branch Capital
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by West Branch 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $474k | 15k | 31.91 |
| 2025-06-30 | $434k | 15k | 29.21 |
| 2025-03-31 | $534k | 21k | 25.04 |
| 2024-12-31 | $594k | 21k | 27.87 |
| 2024-09-30 | $555k | 5.3k | 104.19 |
| 2024-06-30 | $536k | 5.3k | 100.84 |
| 2024-03-31 | $493k | 5.3k | 92.72 |
Top funds holding Schwab U S Large Cap Growth ETF
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