Schwab U S Large Cap Growth ETF shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management 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 Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Ferguson Wellman Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $821k | 30k | 27.87 |
2024-09-30 | $770k | 7.4k | 104.18 |
2024-06-30 | $745k | 7.4k | 100.84 |
2024-03-31 | $1.0M | 11k | 92.72 |
2023-12-31 | $613k | 7.4k | 82.96 |
2023-09-30 | $537k | 7.4k | 72.72 |
2023-06-30 | $554k | 7.4k | 74.95 |
2023-03-31 | $481k | 7.4k | 65.17 |
2022-12-31 | $410k | 7.4k | 55.51 |
2022-09-30 | $412k | 7.4k | 55.78 |
2022-06-30 | $220k | 3.8k | 58.11 |
2022-03-31 | $283k | 3.8k | 74.75 |
2021-12-31 | $296k | 1.8k | 163.63 |
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