Schwab U S Large Cap Growth ETF shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 43k | 104.18 |
| 2024-06-30 | $4.2M | 42k | 100.84 |
| 2024-03-31 | $4.1M | 44k | 92.73 |
| 2023-12-31 | $5.2M | 62k | 82.96 |
| 2023-09-30 | $6.1M | 84k | 72.72 |
| 2023-06-30 | $4.8M | 64k | 74.95 |
| 2023-03-31 | $3.7M | 56k | 65.16 |
| 2022-12-31 | $2.5M | 45k | 55.56 |
| 2022-09-30 | $953k | 17k | 55.77 |
| 2022-06-30 | $1.0M | 18k | 58.02 |
| 2022-03-31 | $1.0M | 9.4k | 107.43 |
| 2021-12-31 | $888k | 5.7k | 157.14 |
| 2021-09-30 | $823k | 5.6k | 148.18 |
| 2021-06-30 | $614k | 4.5k | 136.20 |
| 2021-03-31 | $583k | 4.5k | 129.70 |
| 2020-12-31 | $722k | 5.6k | 128.42 |
| 2020-09-30 | $580k | 5.0k | 115.75 |
| 2020-06-30 | $472k | 4.6k | 101.81 |
| 2020-03-31 | $236k | 3.0k | 79.49 |
| 2019-12-31 | $250k | 2.7k | 93.39 |
| 2019-09-30 | $237k | 2.8k | 83.45 |
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