Schwab U S Large Cap Growth ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $7.5M | 74k | 100.84 |
| 2024-03-31 | $6.9M | 75k | 92.72 |
| 2023-12-31 | $6.3M | 77k | 82.96 |
| 2023-09-30 | $5.8M | 79k | 72.72 |
| 2023-06-30 | $6.1M | 81k | 74.95 |
| 2023-03-31 | $5.4M | 83k | 65.17 |
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