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Schwab U S Large Cap Growth ETF shares owned by Evensky & Katz

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Evensky & Katz from 13F filings

Historical chart of Evensky & Katz 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 Evensky & Katz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-09-30 $586k 5.6k 104.20
2024-06-30 $567k 5.6k 100.82
2024-03-31 $521k 5.6k 92.64
2023-12-31 $472k 5.7k 82.89
2023-09-30 $414k 5.7k 72.71
2023-06-30 $428k 5.7k 74.90
2023-03-31 $421k 6.5k 65.18
2022-12-31 $317k 5.7k 55.49
2022-09-30 $319k 5.7k 55.84
2022-06-30 $331k 5.7k 57.94
2022-03-31 $427k 5.7k 74.74
2021-12-31 $469k 2.9k 163.81
2021-09-30 $424k 2.9k 148.10
2021-06-30 $418k 2.9k 146.00
2021-03-31 $372k 2.9k 129.93
2020-12-31 $368k 2.9k 128.54
2020-09-30 $330k 2.9k 115.26
2020-06-30 $291k 2.9k 101.64
2020-03-31 $228k 2.9k 79.64
2019-12-31 $331k 3.6k 92.87
2019-09-30 $311k 3.7k 83.96
2019-06-30 $308k 3.7k 83.22
2019-03-31 $295k 3.7k 79.39
2018-12-31 $255k 3.7k 68.79
2018-09-30 $303k 3.7k 81.85
2018-06-30 $280k 3.7k 75.68
2018-03-31 $265k 3.7k 71.62
2017-12-31 $332k 4.7k 70.70
2017-09-30 $279k 4.2k 65.96
2017-06-30 $271k 4.3k 63.07
2017-03-31 $266k 4.4k 60.52
2016-12-31 $298k 5.3k 55.72
2016-09-30 $296k 5.3k 55.43
2016-06-30 $439k 8.4k 52.41
2016-03-31 $616k 12k 52.37
2015-12-31 $728k 14k 52.83
2015-09-30 $692k 14k 49.96
2015-06-30 $770k 14k 53.62
2015-03-31 $784k 15k 53.89
2014-12-31 $754k 15k 51.78
2014-09-30 $666k 14k 49.21