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Schwab U S Large Cap Growth ETF shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 17k 92.72
2023-12-31 $2.0M 25k 82.96
2023-09-30 $1.8M 25k 72.72
2023-06-30 $1.9M 25k 74.95
2023-03-31 $1.7M 26k 65.17
2022-12-31 $1.4M 26k 55.56
2022-09-30 $1.8M 32k 55.80
2022-06-30 $1.9M 32k 57.98
2022-03-31 $2.4M 32k 74.83
2021-12-31 $2.7M 16k 163.74
2021-09-30 $2.5M 17k 145.94
2021-06-30 $2.5M 17k 145.94
2021-03-31 $813k 6.3k 129.73
2020-12-31 $628k 4.9k 128.45