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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Atlas Financial Advisors

Quarter filed Position value Share count Share price at filing
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