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Schwab U S Large Cap Growth ETF shares owned by Appleton Partners

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

Historical chart of Appleton Partners 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 Appleton Partners 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 Appleton Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 17k 104.20
2024-06-30 $1.7M 17k 100.85
2024-03-31 $1.6M 17k 92.70
2023-12-31 $1.5M 18k 82.95
2023-09-30 $1.3M 18k 72.73
2023-06-30 $1.4M 18k 74.94
2023-03-31 $1.2M 18k 65.16
2022-12-31 $1.0M 18k 55.55
2022-09-30 $201k 3.6k 55.82
2022-06-30 $240k 4.1k 57.94
2022-03-31 $436k 5.8k 74.80
2021-12-31 $201k 1.2k 163.81
2021-09-30 $202k 1.4k 147.77