Schwab U S Large Cap Growth ETF shares owned by Highland Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Highland Financial Advisors
from 13F filings
Historical chart of Highland Financial Advisors investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Highland Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.6M | 32k | 82.95 |
2023-09-30 | $1.6M | 21k | 72.71 |
2023-06-30 | $1.6M | 21k | 74.96 |
2023-03-31 | $1.4M | 21k | 65.15 |
2022-09-30 | $1.3M | 23k | 55.79 |
2022-06-30 | $440k | 7.6k | 58.03 |
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