Schwab U S Large Cap Growth ETF shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $77M | 765k | 100.84 |
| 2024-03-31 | $45M | 486k | 92.72 |
| 2023-12-31 | $31M | 378k | 82.96 |
| 2023-09-30 | $21M | 293k | 72.72 |
| 2023-06-30 | $21M | 279k | 74.95 |
| 2023-03-31 | $18M | 271k | 65.17 |
| 2022-12-31 | $18M | 316k | 55.56 |
| 2022-09-30 | $15M | 272k | 55.81 |
| 2022-06-30 | $14M | 243k | 57.99 |
| 2022-03-31 | $14M | 191k | 74.80 |
| 2021-12-31 | $14M | 82k | 163.81 |
| 2021-09-30 | $3.1M | 21k | 148.26 |
| 2021-06-30 | $2.5M | 17k | 145.91 |
| 2021-03-31 | $1.4M | 11k | 129.91 |
| 2020-12-31 | $1.1M | 8.4k | 128.48 |
| 2020-09-30 | $2.7M | 23k | 115.17 |
| 2020-06-30 | $896k | 8.8k | 101.60 |
| 2020-03-31 | $712k | 8.9k | 79.89 |
| 2019-12-31 | $525k | 5.6k | 93.27 |
More positions owned by H D Vest Advisory Services
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