Schwab U S Large Cap Growth ETF shares owned by Aspen Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Aspen Investment Management
from 13F filings
Historical chart of Aspen Investment Management 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 Aspen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $312k | 3.0k | 104.24 |
| 2024-06-30 | $301k | 3.0k | 100.77 |
| 2024-03-31 | $234k | 2.5k | 92.82 |
| 2023-12-31 | $209k | 2.5k | 83.00 |
| 2023-06-30 | $256k | 3.4k | 75.03 |
| 2023-03-31 | $222k | 3.4k | 65.12 |
| 2022-09-30 | $209k | 3.8k | 55.69 |
| 2022-06-30 | $217k | 3.7k | 57.88 |
| 2022-03-31 | $280k | 3.7k | 74.75 |
| 2021-12-31 | $307k | 1.9k | 164.00 |
| 2021-09-30 | $277k | 1.9k | 148.13 |
| 2021-06-30 | $273k | 1.9k | 146.07 |
| 2021-03-31 | $242k | 1.9k | 129.55 |
| 2020-12-31 | $240k | 1.9k | 128.62 |
| 2020-09-30 | $215k | 1.9k | 115.34 |
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