Aspen Investment Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Aspen Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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