Schwab U S Large Cap Growth ETF shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 37k | 88.89 |
| 2023-12-31 | $4.8M | 59k | 81.53 |
| 2023-09-30 | $4.3M | 60k | 71.56 |
| 2023-06-30 | $4.5M | 60k | 74.95 |
| 2023-03-31 | $3.6M | 56k | 65.17 |
| 2022-12-31 | $3.2M | 58k | 55.56 |
| 2022-09-30 | $4.9M | 88k | 55.74 |
| 2022-06-30 | $4.4M | 75k | 58.00 |
| 2022-03-31 | $5.8M | 78k | 74.82 |
| 2021-12-31 | $5.4M | 34k | 158.89 |
| 2021-09-30 | $4.7M | 32k | 148.07 |
| 2021-06-30 | $4.2M | 29k | 146.24 |
| 2021-03-31 | $3.7M | 29k | 129.75 |
| 2020-12-31 | $2.8M | 22k | 128.38 |
| 2020-09-30 | $2.4M | 21k | 115.16 |
| 2020-06-30 | $2.1M | 21k | 101.56 |
| 2020-03-31 | $1.8M | 22k | 79.61 |
| 2019-12-31 | $1.9M | 20k | 92.92 |
| 2019-09-30 | $1.3M | 16k | 84.03 |
| 2019-06-30 | $987k | 12k | 83.17 |
| 2019-03-31 | $395k | 5.0k | 79.33 |
| 2018-12-31 | $89k | 4.2k | 21.26 |
| 2018-09-30 | $342k | 4.2k | 82.01 |
| 2018-06-30 | $318k | 4.2k | 76.22 |
| 2018-03-31 | $299k | 4.2k | 71.67 |
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