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Schwab U S Large Cap Growth ETF shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 183k 92.72
2023-12-31 $7.7M 47k 163.75
2023-09-30 $14M 196k 72.72
2023-06-30 $15M 194k 74.95
2023-03-31 $12M 190k 65.17
2022-12-31 $11M 192k 55.56
2022-09-30 $11M 195k 55.81
2022-06-30 $11M 196k 57.99
2022-03-31 $9.0M 120k 74.82
2021-12-31 $7.7M 47k 163.75
2021-09-30 $7.1M 48k 148.09
2021-06-30 $7.0M 48k 145.95
2021-03-31 $6.4M 49k 129.78
2020-12-31 $5.9M 46k 128.42
2020-09-30 $5.4M 47k 115.18
2020-06-30 $4.4M 44k 101.52
2019-12-31 $4.2M 45k 92.90
2018-12-31 $28M 41k 689.29