Schwab U S Large Cap Growth ETF shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth 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 Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 8.0k | 31.91 |
| 2025-06-30 | $232k | 8.0k | 29.21 |
| 2025-03-31 | $199k | 7.9k | 25.04 |
| 2024-12-31 | $226k | 8.1k | 27.87 |
| 2024-09-30 | $211k | 2.0k | 104.19 |
| 2024-06-30 | $204k | 2.0k | 100.83 |
| 2024-03-31 | $188k | 2.0k | 92.71 |
| 2023-12-31 | $151k | 2.1k | 72.73 |
| 2023-09-30 | $151k | 2.1k | 72.73 |
| 2023-06-30 | $160k | 2.1k | 74.95 |
| 2023-03-31 | $143k | 2.2k | 65.17 |
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