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Schwab U S Large Cap Growth ETF shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 2.2k 104.22
2022-06-30 $4.0k 70 57.14
2022-03-31 $5.0k 70 71.43
2021-12-31 $6.0k 35 171.43
2021-09-30 $118k 798 147.87
2021-06-30 $116k 798 145.36
2021-03-31 $110k 849 129.56
2020-12-31 $109k 846 128.84
2020-09-30 $101k 877 115.17
2020-06-30 $108k 1.1k 101.60
2020-03-31 $93k 1.2k 79.97
2019-12-31 $350k 3.8k 92.89
2019-09-30 $307k 3.7k 84.11
2019-06-30 $965k 12k 83.22
2019-03-31 $864k 11k 79.45
2018-12-31 $717k 10k 68.97
2018-09-30 $1.2M 14k 82.00
2018-06-30 $1.0M 14k 75.75
2018-03-31 $932k 13k 71.71
2017-12-31 $818k 12k 70.72
2017-09-30 $717k 11k 66.08
2017-06-30 $629k 10k 63.21
2017-03-31 $452k 7.5k 60.53
2014-12-31 $350k 6.7k 51.86