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Schwab U S Large Cap Growth ETF shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 125k 92.72
2023-12-31 $11M 126k 82.96
2023-09-30 $8.9M 123k 72.72
2023-06-30 $9.2M 122k 74.95
2023-03-31 $7.8M 120k 65.17
2022-12-31 $4.6M 83k 55.56
2022-09-30 $3.4M 62k 55.81
2022-06-30 $3.4M 58k 58.00
2022-03-31 $4.1M 54k 74.82
2021-12-31 $3.7M 22k 163.76
2021-09-30 $3.2M 22k 148.07
2021-06-30 $2.6M 18k 145.95
2021-03-31 $2.1M 16k 129.77
2020-12-31 $1.8M 14k 128.36
2020-09-30 $1.1M 9.2k 115.14
2020-06-30 $800k 7.9k 101.52
2020-03-31 $553k 6.9k 79.59
2018-06-30 $63k 835 75.45
2018-03-31 $60k 835 71.86
2017-12-31 $59k 835 70.66