Schwab U S Large Cap Growth ETF shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 32k | 104.18 |
| 2024-06-30 | $3.5M | 35k | 100.84 |
| 2024-03-31 | $3.8M | 41k | 92.72 |
| 2023-12-31 | $3.4M | 41k | 82.96 |
| 2023-09-30 | $2.6M | 36k | 72.72 |
| 2023-06-30 | $1.2M | 16k | 74.95 |
| 2023-03-31 | $920k | 14k | 65.17 |
| 2022-12-31 | $642k | 12k | 55.56 |
| 2022-09-30 | $645k | 12k | 55.84 |
| 2019-12-31 | $5.4M | 58k | 92.92 |
| 2017-03-31 | $1.0M | 17k | 60.21 |
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