Schwab U S Large Cap Growth ETF shares owned by Wolff Financial Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wolff Financial Management
from 13F filings
Historical chart of Wolff Financial Management 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 Wolff Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 8.4k | 31.91 |
| 2025-06-30 | $250k | 8.6k | 29.23 |
| 2025-03-31 | $214k | 8.6k | 25.02 |
| 2024-12-31 | $282k | 10k | 27.89 |
| 2024-09-30 | $240k | 2.3k | 104.21 |
| 2024-03-31 | $243k | 2.6k | 92.82 |
| 2023-12-31 | $217k | 2.6k | 82.89 |
| 2023-03-31 | $225k | 3.5k | 65.20 |
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