Schwab U S Large Cap Growth ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors 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 HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 41k | 104.18 |
| 2024-06-30 | $4.1M | 41k | 100.84 |
| 2024-03-31 | $3.8M | 41k | 92.72 |
| 2023-12-31 | $3.4M | 41k | 82.96 |
| 2023-09-30 | $2.9M | 40k | 72.72 |
| 2023-06-30 | $3.3M | 44k | 74.95 |
| 2023-03-31 | $3.0M | 45k | 65.17 |
| 2022-12-31 | $2.6M | 46k | 55.56 |
| 2022-09-30 | $2.6M | 46k | 55.80 |
| 2022-06-30 | $2.7M | 46k | 57.99 |
| 2022-03-31 | $3.4M | 46k | 74.82 |
| 2021-12-31 | $3.8M | 23k | 163.76 |
| 2021-09-30 | $3.4M | 23k | 148.11 |
| 2021-06-30 | $3.4M | 23k | 145.95 |
| 2021-03-31 | $3.0M | 23k | 129.77 |
| 2020-12-31 | $3.7M | 29k | 128.41 |
| 2020-09-30 | $3.3M | 29k | 115.16 |
| 2020-06-30 | $3.0M | 29k | 102.83 |
| 2020-03-31 | $2.5M | 31k | 79.64 |
| 2019-12-31 | $3.0M | 32k | 92.90 |
| 2019-03-31 | $2.7M | 35k | 78.93 |
| 2018-12-31 | $2.2M | 32k | 68.66 |
| 2018-09-30 | $2.5M | 33k | 75.91 |
| 2018-06-30 | $515k | 6.8k | 75.88 |
Top funds holding Schwab U S Large Cap Growth ETF
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