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Schwab U S Large Cap Growth ETF shares owned by Columbia Advisory Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Columbia Advisory Partners from 13F filings

Historical chart of Columbia Advisory Partners 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 Columbia Advisory Partners 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 Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 42k 104.18
2024-06-30 $4.7M 47k 100.84
2024-03-31 $4.1M 44k 92.72
2023-12-31 $3.5M 42k 82.96
2023-09-30 $2.8M 39k 72.72
2021-12-31 $249k 1.5k 163.49