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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Highland Financial Advisors

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