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
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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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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 |
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