Schwab U S Large Cap Growth ETF shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $84M | 902k | 92.72 |
| 2023-12-31 | $76M | 918k | 82.96 |
| 2023-09-30 | $68M | 941k | 72.72 |
| 2023-06-30 | $2.6M | 34k | 74.95 |
| 2023-03-31 | $2.8M | 43k | 65.17 |
| 2022-12-31 | $1.4M | 23k | 60.02 |
| 2022-09-30 | $1.3M | 23k | 56.41 |
| 2022-06-30 | $1.3M | 21k | 61.27 |
| 2022-03-31 | $1.3M | 17k | 76.53 |
| 2021-12-31 | $872k | 5.9k | 147.60 |
| 2021-09-30 | $1.3M | 7.9k | 158.45 |
| 2021-06-30 | $1.0M | 6.7k | 149.22 |
| 2021-03-31 | $798k | 5.9k | 134.55 |
| 2020-12-31 | $705k | 5.6k | 126.59 |
| 2020-09-30 | $609k | 5.0k | 122.34 |
| 2020-06-30 | $5.2M | 92k | 56.41 |
| 2020-03-31 | $394k | 4.4k | 88.58 |
| 2019-12-31 | $669k | 7.2k | 92.90 |
| 2019-09-30 | $596k | 7.0k | 84.59 |
| 2019-06-30 | $485k | 5.6k | 86.04 |
More positions owned by Wealth Enhancement Advisory Services
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