Schwab U S Large Cap Growth ETF shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $988k | 12k | 82.96 |
2023-09-30 | $868k | 12k | 72.72 |
2023-03-31 | $959k | 15k | 65.14 |
2022-12-31 | $566k | 10k | 55.58 |
2022-09-30 | $499k | 8.9k | 55.81 |
2022-06-30 | $518k | 8.9k | 57.94 |
2022-03-31 | $659k | 8.8k | 74.85 |
2021-12-31 | $713k | 4.4k | 163.76 |
2021-09-30 | $621k | 4.2k | 148.14 |
2021-06-30 | $585k | 4.0k | 145.85 |
2021-03-31 | $518k | 4.0k | 129.89 |
2020-12-31 | $589k | 4.6k | 128.52 |
2020-09-30 | $527k | 4.6k | 115.12 |
2020-06-30 | $447k | 4.4k | 101.48 |
2020-03-31 | $301k | 3.8k | 79.63 |
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