Schwab U S Large Cap Growth ETF shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors 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 Arbor Trust Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.2M | 92k | 100.95 |
| 2024-06-30 | $9.2M | 92k | 100.95 |
| 2024-03-31 | $8.4M | 91k | 91.89 |
| 2023-12-31 | $7.5M | 90k | 82.98 |
| 2023-09-30 | $6.4M | 88k | 72.72 |
| 2023-06-30 | $6.8M | 91k | 74.95 |
| 2023-03-31 | $6.0M | 92k | 65.17 |
| 2022-12-31 | $5.1M | 91k | 55.56 |
| 2022-09-30 | $4.4M | 79k | 55.88 |
| 2022-06-30 | $4.4M | 75k | 58.00 |
| 2022-03-31 | $5.2M | 69k | 74.81 |
| 2021-12-31 | $5.1M | 31k | 163.80 |
| 2021-09-30 | $4.4M | 30k | 148.08 |
| 2021-06-30 | $4.1M | 28k | 145.95 |
| 2021-03-31 | $3.2M | 25k | 129.61 |
| 2020-12-31 | $2.5M | 19k | 128.42 |
| 2020-09-30 | $2.2M | 19k | 115.15 |
| 2020-06-30 | $1.9M | 19k | 101.55 |
| 2020-03-31 | $1.5M | 19k | 79.67 |
| 2019-12-31 | $1.6M | 17k | 92.94 |
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