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Schwab U S Large Cap Growth ETF shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors 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 Lenox Wealth Advisors 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 Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $243k 3.3k 72.75
2021-12-31 $273k 1.7k 163.47
2021-09-30 $247k 1.7k 147.90
2021-06-30 $244k 1.7k 146.11
2021-03-31 $217k 1.7k 129.94
2020-12-31 $214k 1.7k 128.14
2020-09-30 $192k 1.7k 114.97
2020-06-30 $170k 1.7k 101.80
2020-03-31 $133k 1.7k 79.64
2019-12-31 $155k 1.7k 92.81
2019-09-30 $140k 1.7k 83.83
2019-06-30 $139k 1.7k 83.23