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Schwab U S Large Cap Growth ETF shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 3.0k 67.14
2023-09-30 $283k 3.9k 72.72
2022-12-31 $398k 7.2k 55.56
2022-09-30 $203k 3.6k 55.68
2022-03-31 $405k 5.4k 74.65
2021-12-31 $597k 3.6k 163.65
2021-09-30 $508k 3.4k 148.06
2021-06-30 $519k 3.5k 146.44
2021-03-31 $587k 4.5k 129.81
2020-12-31 $652k 5.1k 128.50
2020-09-30 $549k 4.8k 115.22
2020-06-30 $370k 3.6k 101.45
2019-12-31 $210k 2.3k 93.00
2019-09-30 $203k 2.4k 84.20
2019-06-30 $201k 2.4k 83.33