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Schwab U S Large Cap Growth ETF shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 5.6k 82.96
2023-09-30 $421k 5.5k 76.82
2023-06-30 $541k 7.3k 73.90
2023-03-31 $472k 7.3k 64.91
2022-12-31 $411k 7.4k 55.61
2022-09-30 $279k 4.9k 56.75
2022-06-30 $309k 5.1k 60.38
2022-03-31 $388k 5.1k 75.81
2021-09-30 $10M 67k 148.87
2021-06-30 $10M 67k 148.71