Whipplewood Advisors »

Schwab U S Large Cap Growth ETF shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $72k 2.3k 31.91
2025-06-30 $71k 2.4k 29.21
2025-03-31 $57k 41k 1.39