Schwab U S Large Cap Growth ETF shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial 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 Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 120k | 104.18 |
| 2024-06-30 | $12M | 118k | 100.84 |
| 2024-03-31 | $11M | 119k | 92.72 |
| 2023-12-31 | $10M | 120k | 82.96 |
| 2023-09-30 | $8.7M | 120k | 72.66 |
| 2023-06-30 | $9.3M | 125k | 74.89 |
| 2023-03-31 | $8.3M | 128k | 65.17 |
| 2022-12-31 | $6.2M | 112k | 55.51 |
| 2022-09-30 | $6.0M | 107k | 55.82 |
| 2022-06-30 | $5.9M | 101k | 57.99 |
| 2022-03-31 | $7.5M | 100k | 74.82 |
| 2021-12-31 | $8.0M | 49k | 163.74 |
| 2021-09-30 | $7.2M | 49k | 148.09 |
| 2021-06-30 | $7.5M | 52k | 145.96 |
| 2021-03-31 | $7.1M | 55k | 129.77 |
| 2020-12-31 | $7.3M | 57k | 128.41 |
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