Schwab U S Large Cap Growth ETF shares owned by Financial Life Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life Advisors investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Financial Life Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $885k | 8.5k | 104.18 |
2024-06-30 | $857k | 8.5k | 100.84 |
2024-03-31 | $789k | 8.5k | 92.72 |
2023-12-31 | $706k | 8.5k | 82.96 |
2023-09-30 | $625k | 8.6k | 72.72 |
2023-06-30 | $650k | 8.7k | 74.95 |
2023-03-31 | $572k | 8.8k | 65.17 |
2022-12-31 | $496k | 8.9k | 55.56 |
2022-09-30 | $506k | 9.1k | 55.82 |
2022-06-30 | $519k | 8.9k | 58.01 |
2022-03-31 | $669k | 8.9k | 74.78 |
2021-12-31 | $757k | 4.6k | 163.85 |
2021-09-30 | $685k | 4.6k | 148.11 |
2021-06-30 | $697k | 4.8k | 145.97 |
2021-03-31 | $647k | 5.0k | 129.84 |
2020-12-31 | $686k | 5.3k | 128.37 |
2020-09-30 | $618k | 5.4k | 115.04 |
2019-12-31 | $586k | 6.3k | 92.91 |
2019-09-30 | $532k | 6.3k | 84.03 |
2019-06-30 | $538k | 6.5k | 83.23 |
2019-03-31 | $542k | 6.8k | 79.41 |
2018-12-31 | $339k | 4.9k | 68.85 |
2018-09-30 | $421k | 5.1k | 82.02 |
2018-06-30 | $407k | 5.4k | 75.72 |
2018-03-31 | $398k | 5.7k | 69.92 |
2017-12-31 | $410k | 5.8k | 70.67 |
Top funds holding Schwab U S Large Cap Growth ETF
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