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
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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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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 |
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