Schwab U S Large Cap Growth ETF shares owned by Advisory Services & Investments
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Advisory Services & Investments
from 13F filings
Historical chart of Advisory Services & Investments 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 Advisory Services & Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.3M | 100k | 92.72 |
| 2023-09-30 | $7.9M | 109k | 72.72 |
| 2023-06-30 | $8.1M | 108k | 74.95 |
| 2023-03-31 | $6.6M | 102k | 65.17 |
| 2022-12-31 | $5.6M | 101k | 55.56 |
| 2022-09-30 | $5.7M | 103k | 55.81 |
| 2022-06-30 | $8.2M | 142k | 57.99 |
| 2022-03-31 | $20M | 273k | 74.82 |
| 2021-12-31 | $23M | 138k | 163.75 |
| 2021-09-30 | $21M | 142k | 148.09 |
| 2021-06-30 | $21M | 142k | 145.96 |
| 2021-03-31 | $19M | 143k | 129.78 |
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