Schwab U S Large Cap Growth ETF shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 188k | 104.18 |
| 2024-06-30 | $19M | 184k | 100.83 |
| 2024-03-31 | $17M | 183k | 92.72 |
| 2023-12-31 | $7.7M | 47k | 163.75 |
| 2023-09-30 | $14M | 196k | 72.72 |
| 2023-06-30 | $15M | 194k | 74.95 |
| 2023-03-31 | $12M | 190k | 65.17 |
| 2022-12-31 | $11M | 192k | 55.56 |
| 2022-09-30 | $11M | 195k | 55.81 |
| 2022-06-30 | $11M | 196k | 57.99 |
| 2022-03-31 | $9.0M | 120k | 74.82 |
| 2021-12-31 | $7.7M | 47k | 163.75 |
| 2021-09-30 | $7.1M | 48k | 148.09 |
| 2021-06-30 | $7.0M | 48k | 145.95 |
| 2021-03-31 | $6.4M | 49k | 129.78 |
| 2020-12-31 | $5.9M | 46k | 128.42 |
| 2020-09-30 | $5.4M | 47k | 115.18 |
| 2020-06-30 | $4.4M | 44k | 101.52 |
| 2019-12-31 | $4.2M | 45k | 92.90 |
| 2018-12-31 | $28M | 41k | 689.29 |
More positions owned by Cary Street Partner Investment Advisory
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