Schwab U S Large Cap Growth ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $32M | 381k | 82.96 |
| 2023-09-30 | $28M | 386k | 72.72 |
| 2023-06-30 | $29M | 384k | 74.95 |
| 2023-03-31 | $25M | 381k | 65.17 |
| 2022-12-31 | $20M | 359k | 55.56 |
| 2022-09-30 | $29M | 515k | 55.81 |
| 2022-06-30 | $28M | 488k | 57.99 |
| 2022-03-31 | $35M | 464k | 74.82 |
| 2021-12-31 | $37M | 223k | 163.75 |
| 2021-09-30 | $32M | 218k | 148.09 |
| 2021-06-30 | $31M | 210k | 145.96 |
| 2021-03-31 | $28M | 213k | 129.78 |
| 2020-12-31 | $26M | 204k | 128.41 |
| 2020-09-30 | $25M | 214k | 115.17 |
| 2020-06-30 | $22M | 218k | 101.54 |
| 2020-03-31 | $18M | 225k | 79.65 |
| 2019-12-31 | $22M | 233k | 92.91 |
| 2019-09-30 | $20M | 233k | 84.01 |
| 2019-06-30 | $19M | 229k | 83.21 |
| 2019-03-31 | $19M | 229k | 80.59 |
| 2018-12-31 | $12M | 167k | 68.93 |
More positions owned by Summit Wealth & Retirement Planning
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