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Schwab U S Large Cap Growth ETF shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial 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 William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 8.1k 31.91
2025-06-30 $238k 8.1k 29.21
2025-03-31 $203k 8.1k 25.04
2024-12-31 $232k 8.3k 27.85
2024-09-30 $217k 2.1k 104.28
2024-06-30 $209k 2.1k 100.67