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
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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 |
|---|---|---|---|
| 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 |
Top funds holding Schwab U S Large Cap Growth ETF
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