Schwab U S Large Cap Growth ETF shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 44k | 104.18 |
| 2024-06-30 | $3.8M | 38k | 100.95 |
| 2024-03-31 | $3.9M | 42k | 92.72 |
| 2023-12-31 | $3.6M | 44k | 82.96 |
| 2023-09-30 | $10M | 141k | 72.72 |
| 2023-06-30 | $14M | 186k | 74.95 |
| 2023-03-31 | $12M | 182k | 65.17 |
| 2022-12-31 | $9.8M | 168k | 58.37 |
| 2022-09-30 | $8.2M | 147k | 55.81 |
| 2022-06-30 | $11M | 183k | 57.99 |
| 2022-03-31 | $1.1M | 15k | 74.85 |
| 2021-12-31 | $1.2M | 7.0k | 163.80 |
| 2021-09-30 | $1.0M | 7.0k | 148.14 |
| 2021-06-30 | $1.0M | 7.0k | 145.90 |
| 2021-03-31 | $912k | 7.0k | 129.75 |
| 2020-12-31 | $902k | 7.0k | 128.38 |
Top funds holding Schwab U S Large Cap Growth ETF
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