Schwab U S Large Cap Growth ETF shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $396k | 3.8k | 104.21 |
2024-06-30 | $383k | 3.8k | 100.79 |
2024-03-31 | $352k | 3.8k | 92.63 |
2023-12-31 | $315k | 3.8k | 82.89 |
2023-09-30 | $276k | 3.8k | 72.63 |
2023-06-30 | $285k | 3.8k | 75.00 |
2023-03-31 | $248k | 3.8k | 65.26 |
2022-12-31 | $211k | 3.8k | 55.53 |
2022-09-30 | $212k | 3.8k | 55.79 |
2022-06-30 | $220k | 3.8k | 57.89 |
2022-03-31 | $359k | 4.8k | 74.79 |
2021-12-31 | $427k | 2.6k | 163.92 |
2021-09-30 | $386k | 2.6k | 148.18 |
2021-06-30 | $380k | 2.6k | 145.87 |
2021-03-31 | $338k | 2.6k | 129.75 |
2020-12-31 | $335k | 2.6k | 128.60 |
2020-09-30 | $300k | 2.6k | 115.16 |
2020-06-30 | $277k | 2.7k | 101.47 |
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