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Schwab U S Large Cap Growth ETF shares owned by Chesapeake Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Chesapeake Wealth Management from 13F filings

Historical chart of Chesapeake 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 Chesapeake Wealth Management 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 Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.3M 42k 100.84
2024-03-31 $3.8M 41k 92.72
2023-12-31 $3.2M 39k 82.96
2023-09-30 $2.7M 37k 72.72
2023-06-30 $2.7M 36k 74.95
2023-03-31 $2.2M 34k 65.17
2022-12-31 $1.9M 34k 55.56
2022-09-30 $1.9M 34k 55.81
2022-06-30 $2.3M 40k 58.00
2022-03-31 $3.2M 43k 74.81
2021-12-31 $3.3M 20k 163.77
2021-09-30 $3.1M 21k 148.10
2021-06-30 $3.0M 21k 145.95
2021-03-31 $2.6M 20k 129.76
2020-12-31 $2.4M 19k 128.42
2020-09-30 $2.2M 19k 115.17
2020-06-30 $1.8M 18k 101.51
2020-03-31 $1.3M 17k 79.64
2019-12-31 $1.1M 11k 92.90
2019-09-30 $674k 8.0k 83.99
2019-06-30 $491k 5.9k 83.15
2019-03-31 $307k 3.9k 79.33
2018-12-31 $206k 3.0k 68.78
2018-09-30 $256k 3.1k 81.92
2018-06-30 $240k 3.2k 75.83
2018-03-31 $254k 3.5k 71.75