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Schwab U S Large Cap Growth ETF shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $567k 6.1k 92.72
2023-12-31 $348k 4.2k 82.96
2023-09-30 $415k 5.7k 72.72
2023-06-30 $560k 7.5k 74.95
2023-03-31 $372k 5.7k 65.17
2022-12-31 $243k 4.4k 55.56
2022-09-30 $315k 5.8k 54.50
2022-06-30 $335k 5.8k 57.96
2022-03-31 $328k 4.4k 74.89
2021-12-31 $445k 2.7k 163.84
2021-09-30 $298k 2.0k 148.26
2021-06-30 $293k 2.0k 145.77
2021-03-31 $261k 2.0k 129.85
2020-12-31 $258k 2.0k 128.36
2020-09-30 $231k 2.0k 114.93
2020-06-30 $227k 2.0k 112.94