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
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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 |
---|---|---|---|
2024-12-31 | $419k | 15k | 27.87 |
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 |
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