Schwab U S Large Cap Growth ETF shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $758k | 7.3k | 104.18 |
2024-06-30 | $734k | 7.3k | 100.84 |
2024-03-31 | $680k | 7.3k | 92.72 |
2023-12-31 | $608k | 7.3k | 82.96 |
2023-09-30 | $537k | 7.4k | 72.72 |
2023-06-30 | $558k | 7.4k | 74.95 |
2023-03-31 | $472k | 7.2k | 65.17 |
2022-12-31 | $402k | 7.2k | 55.56 |
2022-09-30 | $404k | 7.2k | 55.83 |
2022-06-30 | $421k | 7.3k | 57.94 |
2022-03-31 | $544k | 7.3k | 74.87 |
2021-12-31 | $588k | 3.6k | 163.83 |
2021-09-30 | $555k | 3.4k | 161.34 |
2021-06-30 | $522k | 3.4k | 151.74 |
2021-03-31 | $475k | 3.7k | 129.78 |
2020-12-31 | $470k | 3.7k | 128.42 |
2020-09-30 | $422k | 3.7k | 115.30 |
2020-06-30 | $372k | 3.7k | 101.64 |
2020-03-31 | $292k | 3.7k | 79.78 |
2019-12-31 | $340k | 3.7k | 92.90 |
2019-09-30 | $307k | 3.7k | 83.88 |
2019-06-30 | $305k | 3.7k | 83.33 |
2019-03-31 | $291k | 3.7k | 79.51 |
2018-12-31 | $252k | 3.7k | 68.85 |
2018-09-30 | $259k | 3.2k | 82.09 |
2018-06-30 | $314k | 4.1k | 75.83 |
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