Schwab U S Large Cap Growth ETF shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14k | 165 | 83.28 |
| 2023-09-30 | $12k | 165 | 72.91 |
| 2023-06-30 | $12k | 165 | 75.06 |
| 2023-03-31 | $278k | 4.3k | 65.18 |
| 2022-12-31 | $241k | 4.3k | 55.48 |
| 2022-09-30 | $14k | 256 | 54.69 |
| 2022-06-30 | $15k | 256 | 58.59 |
| 2022-03-31 | $19k | 256 | 74.22 |
| 2020-06-30 | $5.0k | 49 | 102.04 |
| 2018-12-31 | $4.0k | 53 | 75.47 |
| 2017-12-31 | $6.0k | 85 | 70.59 |
| 2017-09-30 | $6.0k | 85 | 70.59 |
| 2017-06-30 | $5.0k | 85 | 58.82 |
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