Schwab U S Large Cap Growth ETF shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory 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 HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 15k | 104.18 |
| 2024-06-30 | $1.5M | 15k | 100.84 |
| 2024-03-31 | $1.3M | 14k | 92.72 |
| 2023-12-31 | $1.2M | 14k | 82.96 |
| 2023-09-30 | $1.0M | 14k | 72.72 |
| 2023-06-30 | $1.1M | 15k | 74.95 |
| 2023-03-31 | $2.8M | 29k | 97.75 |
| 2022-12-31 | $1.6M | 29k | 55.58 |
| 2022-09-30 | $682k | 12k | 55.84 |
| 2022-06-30 | $692k | 12k | 58.02 |
| 2022-03-31 | $866k | 12k | 74.78 |
| 2021-12-31 | $917k | 5.6k | 163.66 |
| 2021-09-30 | $834k | 5.6k | 148.06 |
| 2021-06-30 | $817k | 5.6k | 145.89 |
| 2021-03-31 | $641k | 4.9k | 129.84 |
| 2020-12-31 | $712k | 5.5k | 128.38 |
| 2020-09-30 | $498k | 4.3k | 115.25 |
| 2020-06-30 | $446k | 4.4k | 101.62 |
| 2020-03-31 | $567k | 7.1k | 79.65 |
| 2019-12-31 | $704k | 7.6k | 92.90 |
| 2019-09-30 | $637k | 7.6k | 84.06 |
| 2019-06-30 | $618k | 7.4k | 83.21 |
| 2019-03-31 | $631k | 8.0k | 79.37 |
| 2018-12-31 | $811k | 12k | 68.92 |
Top funds holding Schwab U S Large Cap Growth ETF
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