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Schwab U S Large Cap Growth ETF shares owned by Affiance Financial

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Affiance Financial from 13F filings

Historical chart of Affiance Financial 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 Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $386k 3.7k 104.18
2024-06-30 $374k 3.7k 100.84
2024-03-31 $367k 4.0k 92.72
2023-12-31 $328k 4.0k 82.96
2023-09-30 $288k 4.0k 72.72
2023-06-30 $322k 4.3k 74.95
2023-03-31 $284k 4.4k 65.17
2022-12-31 $1.5M 28k 55.56