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Schwab U S Large Cap Growth ETF shares owned by Reilly Financial Advisors

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

Historical chart of Reilly Financial 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 Reilly Financial 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 Reilly Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $6.4M 39k 163.75
2021-09-30 $6.1M 41k 148.09
2021-06-30 $5.8M 40k 145.96
2021-03-31 $5.2M 40k 129.77
2020-12-31 $5.1M 39k 128.41
2020-09-30 $4.6M 40k 115.18
2020-06-30 $3.3M 33k 101.53
2020-03-31 $2.5M 31k 79.64
2019-12-31 $3.2M 34k 92.90
2019-09-30 $2.9M 34k 84.00
2019-06-30 $3.0M 36k 83.21
2019-03-31 $2.7M 34k 79.44
2018-12-31 $2.2M 32k 68.92
2018-09-30 $2.3M 28k 82.00
2018-06-30 $1.8M 24k 75.76
2018-03-31 $1.6M 22k 71.70
2017-12-31 $1.3M 19k 70.73
2017-09-30 $876k 13k 66.06
2017-06-30 $815k 13k 63.22
2017-03-31 $753k 12k 60.51
2016-12-31 $628k 11k 55.87
2016-09-30 $564k 10k 55.49
2016-06-30 $544k 10k 52.48
2016-03-31 $525k 10k 52.42
2015-12-31 $383k 7.3k 52.83
2015-09-30 $283k 5.7k 49.93
2015-06-30 $301k 5.6k 53.73
2015-03-31 $75k 1.4k 53.53