DHJJ Financial Advisors »

Schwab U S Large Cap Growth ETF shares owned by DHJJ Financial Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by DHJJ Financial Advisors from 13F filings

Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 85k 92.72
2023-12-31 $6.8M 82k 82.96
2023-09-30 $6.0M 83k 72.72
2023-06-30 $6.4M 86k 74.95
2023-03-31 $5.6M 86k 65.16
2022-12-31 $4.9M 88k 55.51
2022-09-30 $5.3M 97k 55.29
2022-06-30 $5.6M 96k 58.04
2022-03-31 $6.9M 92k 75.07
2021-12-31 $7.4M 46k 163.75
2021-09-30 $6.7M 45k 148.08
2021-06-30 $6.6M 45k 145.96
2021-03-31 $5.8M 45k 129.78
2020-12-31 $5.7M 44k 128.42