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Schwab U S Large Cap Growth ETF shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $57M 614 92760.59
2023-09-30 $491k 6.7k 72.97
2023-06-30 $414k 5.5k 74.83
2023-03-31 $393k 6.0k 65.04
2022-09-30 $4.7M 85k 55.80
2022-06-30 $423k 7.3k 57.96
2022-03-31 $2.5M 33k 74.82
2021-12-31 $12M 71k 163.75
2021-09-30 $7.9M 53k 148.08
2020-12-31 $137k 1.1k 128.64
2020-09-30 $123k 1.1k 115.49