Schwab U S Large Cap Growth ETF shares owned by Clear Investment Research
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Clear Investment Research
from 13F filings
Historical chart of Clear Investment Research investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Clear Investment Research consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Clear Investment Research
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $746k | 7.2k | 104.18 |
2024-06-30 | $722k | 7.2k | 100.84 |
2024-03-31 | $669k | 7.2k | 92.72 |
2023-12-31 | $601k | 7.2k | 82.96 |
2023-09-30 | $540k | 7.4k | 72.72 |
2023-06-30 | $554k | 7.4k | 74.95 |
2023-03-31 | $430k | 6.6k | 65.17 |
2022-12-31 | $366k | 6.6k | 55.54 |
2022-09-30 | $364k | 6.5k | 55.86 |
2022-06-30 | $378k | 6.5k | 58.01 |
2022-03-31 | $487k | 6.5k | 74.75 |
2021-12-31 | $526k | 3.2k | 163.71 |
2021-09-30 | $476k | 3.2k | 148.10 |
2021-06-30 | $456k | 3.1k | 145.83 |
2021-03-31 | $403k | 3.1k | 129.87 |
2020-12-31 | $398k | 3.1k | 128.26 |
2020-09-30 | $357k | 3.1k | 115.05 |
2020-06-30 | $281k | 2.8k | 101.52 |
2020-03-31 | $208k | 2.6k | 79.57 |
2019-12-31 | $243k | 2.6k | 92.96 |
2019-09-30 | $220k | 2.6k | 84.16 |
2019-06-30 | $218k | 2.6k | 83.40 |
2019-03-31 | $225k | 2.8k | 79.34 |
2018-12-31 | $189k | 2.7k | 68.95 |
2018-09-30 | $246k | 3.0k | 82.14 |
2018-06-30 | $265k | 3.7k | 71.68 |
2018-03-31 | $265k | 3.7k | 71.68 |
2017-12-31 | $263k | 3.7k | 70.68 |
2017-09-30 | $246k | 3.7k | 66.11 |
2017-06-30 | $235k | 3.7k | 63.16 |
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