Schwab U S Large Cap Growth ETF shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $666k | 24k | 27.87 |
| 2024-09-30 | $622k | 6.0k | 104.17 |
| 2024-06-30 | $614k | 6.1k | 100.93 |
| 2024-03-31 | $599k | 6.5k | 92.72 |
| 2023-12-31 | $560k | 6.7k | 82.99 |
| 2023-09-30 | $528k | 7.4k | 71.62 |
| 2023-06-30 | $563k | 7.5k | 74.95 |
| 2023-03-31 | $425k | 6.5k | 65.17 |
| 2022-12-31 | $362k | 6.5k | 55.56 |
| 2022-09-30 | $364k | 6.5k | 55.82 |
| 2022-06-30 | $378k | 6.5k | 57.97 |
| 2022-03-31 | $488k | 6.5k | 74.84 |
| 2021-12-31 | $644k | 3.9k | 163.74 |
| 2021-09-30 | $606k | 4.1k | 147.95 |
| 2021-06-30 | $594k | 4.1k | 145.91 |
| 2021-03-31 | $528k | 4.1k | 129.70 |
| 2020-12-31 | $523k | 4.1k | 128.47 |
| 2020-09-30 | $469k | 4.1k | 115.21 |
| 2020-06-30 | $413k | 4.1k | 101.45 |
| 2020-03-31 | $324k | 4.1k | 79.59 |
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