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Schwab U S Large Cap Growth ETF shares owned by Burleson & Company

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

Historical chart of Burleson & Company 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 Burleson & Company 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 Burleson & Company

Quarter filed Position value Share count Share price at filing
2022-12-31 $5.9M 106k 55.56
2022-09-30 $5.9M 106k 55.81
2022-06-30 $6.1M 105k 57.99
2022-03-31 $6.7M 89k 74.82
2021-12-31 $6.7M 41k 163.75
2021-09-30 $6.0M 40k 148.08
2021-06-30 $4.3M 30k 145.96
2021-03-31 $3.6M 28k 129.77
2020-12-31 $3.6M 28k 128.41
2020-09-30 $2.8M 23k 122.93
2020-06-30 $3.7M 33k 112.11
2020-03-31 $3.2M 34k 93.64
2019-12-31 $3.6M 37k 97.55
2019-09-30 $3.1M 36k 84.92
2019-06-30 $3.0M 36k 84.23
2019-03-31 $2.8M 34k 83.17
2018-12-31 $2.6M 34k 77.10
2018-09-30 $2.4M 33k 73.03
2018-06-30 $2.1M 28k 75.80
2018-03-31 $1.8M 25k 71.71
2017-12-31 $1.3M 18k 70.72