Dakota Wealth Management
Position in SCHG — Schwab U.S. Large-Cap Growth ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHG | $5,070,163 | 174,053 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SCHG | $5,613,771 | 172,096 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 SCHG | $5,514,750 | 172,822 | Shares | Sole | 2026-08-26 | |
| 2022-09-30 SCHG | — | 7,784 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 SCHG | — | 2,879 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||