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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Everhart Financial Group 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
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