Schwab U S Large Cap Growth ETF shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management 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 Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Capital Advisors Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $592k | 6.4k | 92.72 |
2023-12-31 | $510k | 6.1k | 82.96 |
2023-09-30 | $438k | 6.0k | 72.72 |
2023-06-30 | $425k | 5.7k | 74.95 |
2023-03-31 | $366k | 5.6k | 65.17 |
2022-12-31 | $298k | 5.4k | 55.56 |
More positions owned by Capital Advisors Wealth Management
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