Schwab U S Large Cap Growth ETF shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios 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 Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 18k | 104.18 |
| 2024-06-30 | $697k | 6.9k | 100.84 |
| 2024-03-31 | $501k | 5.4k | 92.72 |
| 2023-12-31 | $473k | 5.7k | 82.95 |
| 2023-09-30 | $463k | 6.4k | 72.72 |
| 2023-06-30 | $363k | 4.8k | 74.96 |
| 2023-03-31 | $338k | 5.2k | 65.17 |
| 2022-12-31 | $329k | 5.9k | 55.56 |
| 2022-09-30 | $284k | 5.1k | 55.88 |
| 2022-03-31 | $372k | 5.0k | 74.82 |
| 2021-12-31 | $469k | 2.9k | 163.64 |
| 2021-09-30 | $481k | 3.3k | 147.82 |
| 2021-06-30 | $568k | 3.9k | 145.90 |
| 2021-03-31 | $770k | 5.9k | 129.70 |
| 2020-12-31 | $1.1M | 8.5k | 128.40 |
| 2020-09-30 | $980k | 8.2k | 119.95 |
| 2020-06-30 | $865k | 8.2k | 106.04 |
| 2020-03-31 | $6.8k | 85 | 79.99 |
| 2019-12-31 | $8.6k | 85 | 101.32 |
Top funds holding Schwab U S Large Cap Growth ETF
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