Avalon Trust »

Schwab U S Large Cap Growth ETF shares owned by Avalon Trust

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust 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 Avalon Trust 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 Avalon Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $33k 400 82.96
2023-09-30 $29k 400 72.72
2023-06-30 $61k 809 74.95