Schwab U S Large Cap Growth ETF shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP 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 IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 240k | 82.96 |
| 2023-09-30 | $18M | 240k | 72.72 |
| 2023-06-30 | $20M | 270k | 74.95 |
| 2023-03-31 | $20M | 259k | 75.91 |
| 2022-12-31 | $29M | 381k | 76.20 |
| 2022-09-30 | $25M | 325k | 76.29 |
| 2022-06-30 | $22M | 284k | 76.34 |
| 2022-03-31 | $22M | 284k | 76.34 |
| 2021-12-31 | $14M | 84k | 164.67 |
| 2021-09-30 | $12M | 79k | 149.38 |
| 2021-06-30 | $11M | 74k | 145.83 |
| 2021-03-31 | $3.7M | 29k | 129.76 |
| 2020-12-31 | $3.2M | 25k | 128.00 |
| 2020-09-30 | $2.9M | 25k | 114.98 |
| 2020-06-30 | $2.4M | 25k | 98.75 |
| 2020-03-31 | $2.4M | 31k | 80.13 |
| 2019-12-31 | $2.5M | 27k | 93.26 |
| 2019-09-30 | $2.7M | 33k | 83.84 |
| 2019-03-31 | $2.0k | 23 | 86.96 |
| 2018-12-31 | $1.1M | 17k | 68.22 |
| 2018-09-30 | $1.1M | 14k | 82.02 |
| 2018-06-30 | $801k | 11k | 75.80 |
| 2018-03-31 | $501k | 7.1k | 70.71 |
| 2017-12-31 | $501k | 7.1k | 70.71 |
| 2017-09-30 | $501k | 7.6k | 66.04 |
| 2017-06-30 | $439k | 6.9k | 63.21 |
| 2017-03-31 | $369k | 6.1k | 60.49 |
| 2016-12-31 | $199k | 3.6k | 55.90 |
| 2016-09-30 | $216k | 3.9k | 55.50 |
| 2016-06-30 | $141k | 2.7k | 52.36 |
| 2016-03-31 | $148k | 2.8k | 52.37 |
| 2015-12-31 | $117k | 2.2k | 52.80 |
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