Schwab U S Large Cap Growth ETF shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $24M | 324k | 74.95 |
| 2023-03-31 | $21M | 327k | 65.17 |
| 2022-12-31 | $25M | 446k | 55.56 |
| 2022-09-30 | $6.2M | 111k | 55.81 |
| 2022-06-30 | $6.7M | 115k | 57.99 |
| 2022-03-31 | $18M | 238k | 74.82 |
| 2021-12-31 | $4.6M | 28k | 163.75 |
| 2021-09-30 | $4.2M | 29k | 148.09 |
| 2021-06-30 | $4.3M | 30k | 145.96 |
| 2021-03-31 | $4.0M | 31k | 129.78 |
| 2020-12-31 | $4.2M | 33k | 128.42 |
| 2020-09-30 | $3.9M | 34k | 115.16 |
| 2020-06-30 | $4.0M | 39k | 101.54 |
| 2020-03-31 | $4.9M | 61k | 79.65 |
| 2019-12-31 | $5.7M | 61k | 92.91 |
| 2019-09-30 | $5.2M | 62k | 84.00 |
| 2019-06-30 | $5.0M | 61k | 83.21 |
| 2019-03-31 | $4.9M | 62k | 79.43 |
| 2018-12-31 | $4.7M | 68k | 68.93 |
| 2018-09-30 | $2.6M | 31k | 82.03 |
| 2018-06-30 | $2.4M | 31k | 75.79 |
| 2018-03-31 | $2.2M | 31k | 71.71 |
| 2017-12-31 | $2.1M | 29k | 70.72 |
| 2017-09-30 | $2.0M | 30k | 66.06 |
| 2017-06-30 | $1.9M | 30k | 63.20 |
| 2017-03-31 | $1.9M | 32k | 60.47 |
| 2016-12-31 | $1.8M | 32k | 55.82 |
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