Schwab U S Large Cap Growth ETF shares owned by Westmount Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount 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 Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 65k | 32.09 |
| 2025-06-30 | $1.9M | 65k | 29.21 |
| 2025-03-31 | $504k | 20k | 25.04 |
| 2024-12-31 | $561k | 20k | 27.87 |
| 2024-09-30 | $524k | 5.0k | 104.18 |
| 2024-06-30 | $511k | 5.0k | 101.65 |
| 2024-03-31 | $466k | 5.0k | 92.72 |
| 2023-12-31 | $418k | 5.0k | 82.96 |
| 2023-09-30 | $306k | 4.2k | 72.72 |
| 2023-06-30 | $315k | 4.2k | 74.95 |
| 2023-03-31 | $281k | 4.3k | 65.18 |
| 2022-12-31 | $253k | 4.6k | 55.56 |
Top funds holding Schwab U S Large Cap Growth ETF
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