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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

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Quarterly 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