Schwab U S Large Cap Growth ETF shares owned by Larson Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group 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 Larson Financial Group 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 | $2.5M | 24k | 104.18 |
2024-06-30 | $1.9M | 19k | 100.84 |
2024-03-31 | $333k | 3.6k | 92.73 |
2023-12-31 | $123k | 1.5k | 82.98 |
2023-09-30 | $79k | 1.1k | 72.69 |
2023-06-30 | $71k | 948 | 74.93 |
2023-03-31 | $49k | 758 | 65.21 |
2022-12-31 | $62k | 1.1k | 55.54 |
2022-09-30 | $59k | 1.0k | 56.24 |
2022-06-30 | $65k | 1.1k | 58.09 |
2022-03-31 | $88k | 1.2k | 75.09 |
2021-12-31 | $79k | 480 | 164.58 |
2021-09-30 | $84k | 566 | 148.41 |
2021-06-30 | $68k | 466 | 145.92 |
2021-03-31 | $44k | 339 | 129.79 |
2020-12-31 | $44k | 339 | 129.79 |
2020-09-30 | $61k | 532 | 114.66 |
2020-06-30 | $32k | 312 | 102.56 |
2020-03-31 | $25k | 316 | 79.11 |
2019-12-31 | $28k | 297 | 94.28 |
2019-09-30 | $19k | 226 | 84.07 |
2019-06-30 | $30k | 363 | 82.64 |
2019-03-31 | $7.0k | 100 | 70.00 |
2018-12-31 | $7.0k | 100 | 70.00 |
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