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Schwab U S Large Cap Growth ETF shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2024-03-31 $441k 4.8k 92.72
2023-12-31 $395k 4.8k 83.05
2023-09-30 $477k 6.6k 72.65
2023-06-30 $356k 4.8k 74.85
2023-03-31 $310k 4.8k 65.18
2022-12-31 $264k 4.8k 55.51
2022-09-30 $265k 4.8k 55.72
2022-06-30 $276k 4.8k 58.03
2022-03-31 $356k 4.8k 74.85
2021-12-31 $389k 2.4k 163.58
2021-09-30 $352k 2.4k 148.02
2021-06-30 $347k 2.4k 145.92
2021-03-31 $309k 2.4k 129.94
2020-12-31 $305k 2.4k 128.26
2020-09-30 $274k 2.4k 115.22
2020-06-30 $241k 2.4k 101.35
2019-12-31 $221k 2.4k 92.94