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
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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 |
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