Schwab U S Large Cap Growth ETF shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors 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 Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $48M | 1.7M | 27.87 |
| 2024-09-30 | $46M | 441k | 104.18 |
| 2024-06-30 | $45M | 442k | 100.84 |
| 2024-03-31 | $42M | 448k | 92.72 |
| 2023-12-31 | $38M | 452k | 82.96 |
| 2023-09-30 | $33M | 447k | 72.72 |
| 2023-06-30 | $34M | 450k | 74.95 |
| 2023-03-31 | $30M | 453k | 65.17 |
| 2022-12-31 | $24M | 422k | 55.56 |
| 2022-09-30 | $23M | 405k | 55.81 |
| 2022-06-30 | $23M | 392k | 57.99 |
| 2022-03-31 | $28M | 370k | 74.82 |
| 2021-12-31 | $31M | 187k | 163.75 |
| 2021-09-30 | $28M | 188k | 148.09 |
| 2021-06-30 | $28M | 191k | 146.49 |
| 2021-03-31 | $24M | 182k | 129.78 |
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