Schwab U S Large Cap Growth ETF shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors 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 Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $547k | 5.9k | 92.72 |
| 2023-12-31 | $498k | 6.0k | 82.96 |
| 2023-09-30 | $505k | 6.9k | 72.72 |
| 2023-06-30 | $450k | 6.0k | 74.95 |
| 2023-03-31 | $391k | 6.0k | 65.17 |
| 2022-12-31 | $333k | 6.0k | 55.56 |
| 2022-09-30 | $335k | 6.0k | 55.83 |
| 2022-06-30 | $348k | 6.0k | 58.00 |
| 2022-03-31 | $458k | 6.1k | 74.79 |
More positions owned by Soltis Investment Advisors
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