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Schwab U S Large Cap Growth ETF shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $418k 4.0k 104.18
2024-06-30 $405k 4.0k 100.84
2024-03-31 $372k 4.0k 92.72
2023-12-31 $342k 4.1k 82.96
2023-09-30 $300k 4.1k 72.72
2023-06-30 $309k 4.1k 74.95
2023-03-31 $268k 4.1k 65.17
2022-12-31 $237k 4.3k 55.56
2022-09-30 $238k 4.3k 55.70
2022-06-30 $248k 4.3k 58.04
2022-03-31 $320k 4.3k 74.89
2021-12-31 $384k 2.3k 163.68
2021-09-30 $347k 2.3k 147.91
2021-06-30 $342k 2.3k 145.78
2021-03-31 $304k 2.3k 129.58
2020-12-31 $300k 2.3k 128.42
2020-09-30 $269k 2.3k 115.15
2020-06-30 $237k 2.3k 101.50
2019-12-31 $218k 2.3k 92.84
2019-09-30 $201k 2.4k 82.11
2019-06-30 $206k 2.5k 84.08