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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Financial Life Advisors

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