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
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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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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 |
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