Schwab U S Large Cap Growth ETF shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co 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 Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $776k | 7.5k | 104.13 |
| 2024-06-30 | $751k | 7.4k | 100.85 |
| 2024-03-31 | $691k | 7.4k | 92.79 |
| 2023-12-31 | $633k | 7.6k | 83.02 |
| 2023-09-30 | $576k | 7.9k | 72.71 |
| 2023-06-30 | $610k | 8.1k | 74.93 |
| 2023-03-31 | $541k | 8.3k | 65.18 |
| 2022-12-31 | $461k | 8.3k | 55.59 |
| 2022-09-30 | $580k | 10k | 55.82 |
| 2022-06-30 | $598k | 10k | 57.95 |
| 2022-03-31 | $845k | 11k | 74.83 |
| 2021-12-31 | $949k | 5.8k | 163.73 |
| 2021-09-30 | $884k | 6.0k | 148.05 |
| 2021-06-30 | $890k | 6.1k | 145.95 |
| 2021-03-31 | $834k | 6.4k | 129.77 |
| 2020-12-31 | $825k | 6.4k | 128.40 |
| 2020-09-30 | $761k | 6.6k | 115.11 |
| 2020-06-30 | $519k | 5.1k | 101.51 |
| 2020-03-31 | $471k | 5.9k | 79.57 |
| 2019-12-31 | $602k | 6.5k | 92.94 |
| 2019-09-30 | $542k | 6.5k | 83.97 |
| 2019-06-30 | $551k | 6.6k | 83.18 |
| 2019-03-31 | $469k | 3.5k | 133.96 |
| 2018-12-31 | $463k | 6.7k | 68.95 |
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