Schwab U S Large Cap Growth ETF shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset 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 Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $412k | 4.0k | 104.18 |
| 2024-06-30 | $348k | 3.5k | 100.85 |
| 2024-03-31 | $262k | 2.8k | 92.73 |
| 2023-12-31 | $124k | 1.5k | 82.97 |
| 2023-09-30 | $50k | 684 | 72.72 |
| 2023-06-30 | $38k | 500 | 74.95 |
| 2023-03-31 | $33k | 500 | 65.17 |
| 2022-12-31 | $28k | 500 | 54.95 |
| 2022-09-30 | $28k | 500 | 56.00 |
| 2022-06-30 | $29k | 500 | 58.00 |
| 2022-03-31 | $38k | 500 | 76.00 |
| 2021-12-31 | $41k | 250 | 164.00 |
| 2021-09-30 | $37k | 250 | 148.00 |
| 2021-06-30 | $36k | 250 | 144.00 |
| 2021-03-31 | $33k | 250 | 132.00 |
| 2020-12-31 | $33k | 250 | 132.00 |
| 2020-09-30 | $29k | 250 | 116.00 |
| 2020-06-30 | $25k | 250 | 100.00 |
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