Schwab U S Large Cap Growth ETF shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates 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 Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 56k | 92.72 |
| 2023-12-31 | $4.5M | 54k | 82.96 |
| 2023-09-30 | $3.8M | 52k | 72.72 |
| 2023-06-30 | $3.8M | 51k | 74.95 |
| 2023-03-31 | $3.4M | 52k | 65.17 |
| 2022-12-31 | $3.0M | 53k | 55.56 |
| 2022-09-30 | $3.1M | 56k | 55.81 |
| 2022-06-30 | $3.3M | 57k | 57.99 |
| 2022-03-31 | $4.5M | 60k | 74.81 |
| 2021-12-31 | $5.0M | 30k | 163.77 |
| 2021-09-30 | $4.4M | 30k | 148.08 |
| 2021-06-30 | $4.2M | 29k | 145.97 |
| 2021-03-31 | $3.8M | 29k | 129.77 |
| 2020-12-31 | $3.7M | 29k | 128.41 |
| 2020-09-30 | $3.4M | 30k | 115.16 |
| 2020-06-30 | $2.9M | 29k | 101.54 |
| 2020-03-31 | $2.2M | 28k | 79.65 |
| 2019-12-31 | $2.9M | 31k | 92.92 |
| 2019-09-30 | $2.7M | 32k | 84.01 |
| 2019-06-30 | $2.7M | 32k | 83.22 |
| 2019-03-31 | $22M | 1.8M | 12.30 |
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