Schwab U S Large Cap Growth ETF shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors 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 Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $930k | 10k | 92.72 |
| 2023-12-31 | $837k | 10k | 82.96 |
| 2023-09-30 | $778k | 11k | 72.72 |
| 2023-06-30 | $802k | 11k | 74.95 |
| 2023-03-31 | $697k | 11k | 65.17 |
| 2022-12-31 | $594k | 11k | 55.51 |
| 2022-09-30 | $597k | 11k | 55.79 |
| 2022-06-30 | $620k | 11k | 57.94 |
| 2022-03-31 | $801k | 11k | 74.86 |
| 2021-12-31 | $876k | 5.4k | 163.74 |
| 2021-09-30 | $799k | 5.4k | 148.10 |
| 2021-06-30 | $787k | 5.4k | 145.88 |
| 2021-03-31 | $701k | 5.4k | 129.77 |
| 2020-12-31 | $698k | 5.4k | 128.50 |
| 2020-09-30 | $626k | 5.4k | 115.24 |
| 2020-06-30 | $590k | 5.8k | 101.60 |
| 2020-03-31 | $463k | 5.8k | 79.73 |
| 2019-12-31 | $581k | 6.3k | 92.96 |
| 2019-09-30 | $525k | 6.3k | 84.00 |
| 2019-06-30 | $520k | 6.3k | 83.20 |
| 2019-03-31 | $494k | 6.2k | 79.42 |
| 2018-12-31 | $4.0M | 58k | 68.94 |
| 2017-06-30 | $35k | 597 | 58.63 |
| 2016-12-31 | $33k | 593 | 55.65 |
| 2016-09-30 | $32k | 591 | 54.15 |
| 2016-06-30 | $24k | 467 | 51.39 |
| 2016-03-31 | $2.0k | 467 | 4.28 |
| 2015-12-31 | $24k | 467 | 51.39 |
| 2015-09-30 | $23k | 467 | 49.25 |
| 2015-06-30 | $13k | 245 | 53.06 |
| 2015-03-31 | $13k | 245 | 53.87 |
| 2014-12-31 | $13k | 245 | 53.06 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF