Schwab U S Large Cap Growth ETF shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay 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 | $239k | 2.9k | 82.98 |
2023-09-30 | $213k | 2.9k | 72.72 |
2023-06-30 | $220k | 2.9k | 74.95 |
2023-03-31 | $191k | 2.9k | 65.17 |
2022-12-31 | $159k | 2.9k | 55.56 |
2022-09-30 | $157k | 2.8k | 55.87 |
2022-06-30 | $163k | 2.8k | 58.01 |
2022-03-31 | $210k | 2.8k | 74.73 |
2021-12-31 | $230k | 1.4k | 163.70 |
2021-09-30 | $212k | 1.5k | 145.70 |
2021-06-30 | $212k | 1.5k | 145.70 |
2021-03-31 | $208k | 1.6k | 129.60 |
2020-12-31 | $222k | 1.7k | 128.32 |
2020-09-30 | $214k | 1.9k | 115.05 |
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