Schwab U S Large Cap Growth ETF shares owned by Alterity Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Alterity Financial Group
from 13F filings
Historical chart of Alterity Financial Group 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 Alterity Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Alterity Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $873k | 11k | 82.96 |
2023-09-30 | $784k | 11k | 72.72 |
2023-06-30 | $790k | 11k | 74.95 |
2023-03-31 | $709k | 11k | 65.17 |
2022-12-31 | $627k | 11k | 55.56 |
2022-09-30 | $636k | 11k | 55.79 |
2022-06-30 | $666k | 12k | 57.97 |
2021-12-31 | $960k | 5.9k | 163.79 |
2021-03-31 | $879k | 12k | 74.85 |
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