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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Clear Investment Research

Quarter filed Position value Share count Share price at filing
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