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Schwab U S Large Cap Growth ETF shares owned by BEAM Asset Management

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

Historical chart of BEAM Asset Management 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 BEAM Asset Management 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 BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $542k 5.8k 92.73
2023-12-31 $484k 5.8k 82.96
2023-09-30 $392k 5.4k 72.71
2023-06-30 $375k 5.0k 74.94
2023-03-31 $316k 4.8k 65.17
2022-12-31 $220k 4.0k 55.56
2022-03-31 $261k 3.5k 74.72
2021-12-31 $285k 1.7k 163.70
2021-09-30 $209k 1.4k 148.23
2021-06-30 $213k 1.5k 145.69