Schwab U S Large Cap Growth ETF shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC 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 IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $521k | 19k | 27.87 |
| 2024-09-30 | $492k | 4.7k | 104.18 |
| 2024-06-30 | $476k | 4.7k | 100.84 |
| 2024-03-31 | $449k | 4.8k | 92.72 |
| 2023-12-31 | $415k | 5.0k | 82.95 |
| 2023-09-30 | $365k | 5.0k | 72.71 |
| 2023-06-30 | $382k | 5.1k | 74.96 |
| 2023-03-31 | $332k | 5.1k | 65.17 |
| 2022-12-31 | $283k | 5.1k | 55.56 |
| 2022-09-30 | $285k | 5.1k | 55.89 |
| 2022-06-30 | $375k | 6.5k | 57.97 |
| 2022-03-31 | $514k | 6.9k | 74.87 |
| 2021-12-31 | $562k | 3.4k | 163.75 |
| 2021-09-30 | $508k | 3.4k | 148.02 |
| 2021-06-30 | $506k | 3.5k | 146.12 |
| 2021-03-31 | $581k | 4.5k | 129.77 |
| 2020-12-31 | $802k | 6.2k | 128.34 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF