Schwab U S Large Cap Growth ETF shares owned by Kozak & Associates
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates 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 Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $60k | 2.3k | 26.40 |
| 2024-06-30 | $59k | 567 | 103.22 |
| 2024-03-31 | $54k | 567 | 94.63 |
| 2023-12-31 | $47k | 566 | 83.50 |
| 2023-09-30 | $42k | 565 | 74.41 |
| 2023-06-30 | $42k | 565 | 74.97 |
| 2023-03-31 | $37k | 565 | 65.18 |
| 2022-12-31 | $31k | 565 | 54.87 |
| 2022-09-30 | $31k | 565 | 54.87 |
| 2022-06-30 | $33k | 565 | 58.41 |
| 2022-03-31 | $39k | 284 | 137.32 |
| 2021-12-31 | $39k | 284 | 137.32 |
| 2021-09-30 | $47k | 284 | 165.49 |
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