Schwab U S Large Cap Growth ETF shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management 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 White Lighthouse Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 15k | 31.91 |
| 2025-06-30 | $443k | 15k | 29.21 |
| 2025-03-31 | $367k | 15k | 25.04 |
| 2024-12-31 | $408k | 15k | 27.87 |
| 2024-09-30 | $380k | 3.6k | 104.18 |
| 2024-06-30 | $368k | 3.6k | 100.84 |
| 2024-03-31 | $335k | 3.6k | 92.72 |
| 2023-12-31 | $327k | 3.9k | 82.96 |
| 2023-09-30 | $388k | 5.3k | 72.72 |
| 2023-06-30 | $413k | 5.5k | 74.95 |
| 2023-03-31 | $361k | 5.5k | 65.17 |
| 2022-12-31 | $285k | 5.1k | 55.56 |
More positions owned by White Lighthouse Investment Management
View all positions for White Lighthouse Investment Management
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF