Schwab U S Large Cap Growth ETF shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 |
---|---|---|---|
2024-12-31 | $346k | 12k | 27.87 |
2024-09-30 | $323k | 3.1k | 104.17 |
2024-06-30 | $313k | 3.1k | 100.83 |
2024-03-31 | $317k | 3.4k | 92.71 |
2023-12-31 | $333k | 4.0k | 82.95 |
2023-09-30 | $292k | 4.0k | 72.71 |
2023-06-30 | $301k | 4.0k | 74.94 |
2023-03-31 | $262k | 4.0k | 65.16 |
2022-12-31 | $223k | 4.0k | 55.55 |
2022-09-30 | $224k | 4.0k | 55.74 |
2022-06-30 | $233k | 4.0k | 57.97 |
2022-03-31 | $301k | 4.0k | 74.89 |
2021-12-31 | $553k | 3.4k | 163.71 |
2021-09-30 | $531k | 3.6k | 148.20 |
2021-06-30 | $537k | 3.6k | 149.92 |
2021-03-31 | $498k | 3.7k | 134.47 |
2020-12-31 | $479k | 3.7k | 129.29 |
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