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Schwab U S Large Cap Growth ETF shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 2.3k 104.18
2023-12-31 $1.2M 15k 82.96
2023-09-30 $2.0M 27k 72.72
2023-06-30 $42k 566 74.95
2023-03-31 $22k 330 65.17