Schwab U S Large Cap Growth ETF shares owned by Carlson Capital Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Carlson Capital Management
from 13F filings
Historical chart of Carlson Capital Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Carlson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $219k | 2.1k | 104.18 |
| 2024-06-30 | $214k | 2.1k | 100.84 |
| 2022-03-31 | $219k | 2.9k | 74.74 |
| 2021-12-31 | $267k | 1.6k | 163.60 |
| 2021-09-30 | $249k | 1.7k | 148.04 |
| 2021-06-30 | $249k | 1.7k | 145.96 |
| 2021-03-31 | $221k | 1.7k | 129.54 |
| 2020-12-31 | $223k | 1.7k | 130.72 |
| 2018-09-30 | $439k | 5.4k | 82.03 |
| 2018-06-30 | $200k | 2.6k | 75.70 |
| 2013-09-30 | $261k | 6.4k | 41.02 |
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