Schwab U S Large Cap Growth ETF shares owned by Atlas Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Atlas Financial Advisors
from 13F filings
Historical chart of Atlas Financial Advisors investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Atlas Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $539k | 5.2k | 104.18 |
2024-06-30 | $468k | 4.6k | 100.84 |
2024-03-31 | $453k | 4.9k | 92.72 |
2023-12-31 | $418k | 5.0k | 82.96 |
2023-09-30 | $754k | 10k | 72.72 |
2023-06-30 | $391k | 5.2k | 74.95 |
2023-03-31 | $337k | 5.2k | 65.17 |
2022-12-31 | $277k | 5.0k | 55.56 |
2022-09-30 | $233k | 4.2k | 55.88 |
2022-06-30 | $205k | 3.5k | 58.12 |
2022-03-31 | $268k | 3.6k | 74.92 |
2021-12-31 | $293k | 1.8k | 163.69 |
Top funds holding Schwab U S Large Cap Growth ETF
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