Schwab U S Large Cap Growth ETF shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis 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 Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 287k | 104.18 |
| 2024-06-30 | $29M | 287k | 100.84 |
| 2024-03-31 | $27M | 286k | 92.72 |
| 2023-12-31 | $24M | 287k | 82.96 |
| 2023-09-30 | $17M | 227k | 72.72 |
| 2023-06-30 | $17M | 231k | 74.95 |
| 2023-03-31 | $15M | 231k | 65.17 |
| 2022-12-31 | $13M | 227k | 55.56 |
| 2022-09-30 | $12M | 223k | 55.81 |
| 2022-06-30 | $13M | 223k | 57.99 |
| 2022-03-31 | $16M | 213k | 74.82 |
| 2021-12-31 | $15M | 92k | 163.75 |
| 2021-09-30 | $13M | 88k | 148.09 |
| 2021-06-30 | $11M | 72k | 145.96 |
| 2021-03-31 | $8.3M | 64k | 129.77 |
| 2020-12-31 | $7.7M | 60k | 128.42 |
| 2020-09-30 | $6.8M | 59k | 115.17 |
| 2020-06-30 | $6.1M | 60k | 101.54 |
| 2020-03-31 | $4.9M | 62k | 79.64 |
| 2019-12-31 | $6.1M | 65k | 92.91 |
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