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
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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
Download as csv Download as ExcelQuarterly 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 |
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