Schwab U S Large Cap Growth ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage 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 Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $196k | 6.1k | 31.91 |
| 2025-06-30 | $25k | 856 | 29.22 |
| 2025-03-31 | $21k | 856 | 25.03 |
| 2024-12-31 | $19k | 683 | 27.86 |
| 2024-09-30 | $18k | 171 | 104.11 |
| 2024-06-30 | $13k | 130 | 101.05 |
| 2024-03-31 | $5.1k | 103 | 49.24 |
| 2023-12-31 | $11k | 130 | 83.02 |
| 2023-09-30 | $402k | 5.5k | 72.72 |
| 2023-06-30 | $414k | 5.5k | 74.95 |
| 2023-03-31 | $360k | 5.5k | 65.17 |
| 2022-12-31 | $325k | 5.8k | 55.56 |
| 2022-09-30 | $327k | 5.8k | 55.81 |
| 2022-06-30 | $339k | 5.8k | 57.96 |
| 2022-03-31 | $438k | 5.8k | 74.88 |
| 2021-12-31 | $479k | 2.9k | 163.77 |
| 2021-09-30 | $433k | 2.9k | 148.11 |
| 2021-06-30 | $376k | 2.9k | 128.55 |
| 2021-03-31 | $380k | 2.9k | 129.79 |
| 2020-12-31 | $376k | 2.9k | 128.55 |
| 2020-09-30 | $337k | 2.9k | 115.18 |
| 2020-06-30 | $297k | 9.1k | 32.81 |
| 2020-03-31 | $233k | 2.9k | 79.66 |
| 2019-12-31 | $272k | 2.9k | 92.92 |
| 2019-09-30 | $245k | 2.9k | 83.76 |
| 2019-06-30 | $433k | 5.2k | 83.21 |
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