Schwab U S Large Cap Growth ETF shares owned by Athena Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Athena Investment Management
from 13F filings
Historical chart of Athena 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 Athena Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Athena Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.3M | 31k | 104.18 |
2024-06-30 | $3.1M | 31k | 100.84 |
2024-03-31 | $2.9M | 31k | 92.72 |
2023-09-30 | $2.3M | 31k | 72.72 |
2023-06-30 | $2.3M | 30k | 74.95 |
2023-03-31 | $1.9M | 29k | 65.17 |
2022-12-31 | $1.6M | 29k | 55.56 |
2022-09-30 | $1.6M | 28k | 55.80 |
2022-06-30 | $1.6M | 27k | 57.99 |
2022-03-31 | $1.2M | 17k | 74.55 |
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