Capital Insight Partners »

Schwab U S Large Cap Growth ETF shares owned by Capital Insight Partners

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

Historical chart of Capital Insight Partners 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 Insight Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Capital Insight Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $578k 6.2k 92.72
2023-12-31 $567k 6.8k 82.96
2023-09-30 $504k 6.9k 72.72
2023-06-30 $556k 7.4k 74.95
2023-03-31 $485k 7.4k 65.17
2022-12-31 $403k 7.3k 55.56
2022-09-30 $525k 9.4k 55.80
2022-06-30 $670k 12k 57.98
2022-03-31 $953k 13k 74.83
2021-12-31 $1.2M 7.4k 163.81
2021-09-30 $1.2M 8.1k 148.15
2021-06-30 $1.2M 8.5k 145.95
2021-03-31 $1.1M 8.6k 129.80
2020-12-31 $1.1M 8.5k 128.42
2020-09-30 $1.0M 9.0k 115.11
2020-06-30 $1.1M 11k 101.53