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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $555k 5.3k 104.19
2024-06-30 $536k 5.3k 100.84
2024-03-31 $493k 5.3k 92.72