Schwab U S Large Cap Growth ETF shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $178k | 6.4k | 27.87 |
| 2024-09-30 | $301k | 2.9k | 104.18 |
| 2024-06-30 | $74k | 730 | 100.84 |
| 2024-03-31 | $53k | 575 | 92.72 |
| 2023-09-30 | $10k | 140 | 72.72 |
| 2023-06-30 | $15k | 201 | 75.12 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF