Schwab U S Large Cap Growth ETF shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 19k | 104.18 |
| 2024-06-30 | $1.9M | 19k | 100.84 |
| 2024-03-31 | $1.8M | 19k | 92.72 |
| 2023-12-31 | $1.4M | 17k | 82.96 |
| 2023-09-30 | $1.2M | 17k | 72.72 |
| 2023-06-30 | $1.3M | 18k | 74.95 |
| 2023-03-31 | $1.2M | 19k | 65.17 |
| 2022-09-30 | $1.1M | 19k | 55.79 |
| 2022-06-30 | $1.1M | 20k | 58.01 |
| 2022-03-31 | $1.4M | 18k | 74.80 |
| 2021-12-31 | $1.5M | 9.4k | 163.74 |
| 2021-09-30 | $1.8M | 12k | 148.08 |
| 2021-06-30 | $1.8M | 13k | 145.93 |
| 2021-03-31 | $1.7M | 13k | 129.75 |
| 2020-12-31 | $1.7M | 13k | 128.40 |
| 2020-09-30 | $1.3M | 12k | 115.18 |
| 2020-06-30 | $1.1M | 11k | 101.54 |
| 2020-03-31 | $894k | 11k | 79.61 |
| 2019-12-31 | $1.0M | 11k | 92.90 |
| 2019-09-30 | $851k | 10k | 84.06 |
| 2019-06-30 | $692k | 8.3k | 83.31 |
| 2019-03-31 | $933k | 9.4k | 99.16 |
| 2018-12-31 | $647k | 9.4k | 68.89 |
| 2018-09-30 | $2.9M | 195k | 14.96 |
| 2018-06-30 | $7.9M | 603k | 13.14 |
| 2018-03-31 | $522k | 7.5k | 69.91 |
| 2017-12-31 | $507k | 7.0k | 72.71 |
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