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Schwab U S Large Cap Growth ETF shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $445k 6.1k 72.72
2023-06-30 $273k 3.6k 74.95
2017-12-31 $258k 3.6k 70.74
2017-09-30 $240k 3.6k 65.99
2017-06-30 $229k 3.6k 63.17
2017-03-31 $219k 3.6k 60.58
2016-12-31 $248k 4.4k 55.91
2016-09-30 $245k 4.4k 55.39
2016-06-30 $292k 5.6k 52.40
2016-03-31 $305k 5.8k 52.43
2015-12-31 $212k 4.0k 52.82
2015-09-30 $120k 2.4k 49.63
2015-06-30 $47k 882 53.29
2015-03-31 $8.0k 140 57.14