Schwab U S Large Cap Growth ETF shares owned by Halpern Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial 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 Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 102.84 |
| 2024-06-30 | $1.1M | 11k | 100.84 |
| 2024-03-31 | $1.0M | 11k | 92.32 |
| 2023-12-31 | $899k | 11k | 80.95 |
| 2023-09-30 | $807k | 11k | 72.72 |
| 2023-06-30 | $832k | 11k | 74.95 |
| 2023-03-31 | $169k | 2.6k | 65.17 |
| 2022-12-31 | $139k | 2.5k | 55.56 |
| 2020-12-31 | $15k | 113 | 128.41 |
| 2020-09-30 | $13k | 113 | 115.17 |
| 2020-06-30 | $12k | 113 | 101.54 |
| 2020-03-31 | $61k | 762 | 79.65 |
| 2019-12-31 | $99k | 1.1k | 92.91 |
Top funds holding Schwab U S Large Cap Growth ETF
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