Schwab U S Large Cap Growth ETF shares owned by Ken Roberts Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Ken Roberts Investment Management
from 13F filings
Historical chart of Ken Roberts Investment Management 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 Ken Roberts Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $191k | 1.8k | 104.18 |
| 2024-06-30 | $186k | 1.8k | 100.84 |
| 2024-03-31 | $173k | 1.9k | 92.72 |
| 2023-12-31 | $207k | 2.5k | 82.96 |
| 2023-06-30 | $228k | 3.0k | 74.95 |
| 2023-03-31 | $239k | 3.7k | 65.17 |
| 2022-12-31 | $7.7M | 3.7k | 2092.33 |
| 2022-03-31 | $225k | 3.0k | 74.83 |
| 2021-12-31 | $243k | 1.5k | 163.97 |
| 2021-09-30 | $222k | 1.5k | 148.20 |
| 2021-06-30 | $219k | 1.5k | 146.19 |
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