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Schwab U S Large Cap Growth ETF shares owned by Affinity Capital Advisors

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

Historical chart of Affinity Capital Advisors 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 Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 83k 104.18
2024-03-31 $7.7M 83k 92.72
2023-12-31 $6.9M 84k 82.96
2023-09-30 $6.9M 95k 72.72
2023-06-30 $7.4M 99k 74.95
2023-03-31 $6.8M 104k 65.17
2022-12-31 $5.8M 104k 55.56
2022-09-30 $6.2M 111k 55.81
2022-06-30 $6.4M 111k 57.99
2022-03-31 $7.7M 103k 74.82
2021-12-31 $8.7M 53k 163.75
2021-09-30 $9.4M 63k 148.09
2021-06-30 $9.6M 66k 145.95
2021-03-31 $11M 82k 129.79
2020-12-31 $13M 102k 128.41
2020-09-30 $13M 117k 115.17
2020-06-30 $12M 120k 101.54
2020-03-31 $11M 124k 89.50
2019-12-31 $13M 139k 92.91