Schwab U S Large Cap Growth ETF shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors 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 Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Laurel Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $101k | 970 | 104.18 |
2024-06-30 | $81k | 804 | 100.84 |
2024-03-31 | $74k | 794 | 92.72 |
2023-09-30 | $58k | 799 | 72.72 |
2023-06-30 | $60k | 799 | 74.95 |
2023-03-31 | $56k | 859 | 65.17 |
2022-12-31 | $47k | 839 | 55.56 |
2022-09-30 | $49k | 875 | 56.00 |
2022-06-30 | $46k | 785 | 58.60 |
2022-03-31 | $46k | 620 | 74.19 |
2021-12-31 | $42k | 255 | 164.71 |
2021-09-30 | $38k | 255 | 149.02 |
2021-06-30 | $49k | 333 | 147.15 |
2021-03-31 | $46k | 353 | 130.31 |
2020-12-31 | $45k | 353 | 127.48 |
2020-09-30 | $41k | 353 | 116.15 |
2020-06-30 | $45k | 443 | 101.58 |
2020-03-31 | $35k | 443 | 79.01 |
2019-12-31 | $33k | 360 | 91.67 |
2019-09-30 | $33k | 390 | 84.62 |
2019-06-30 | $32k | 390 | 82.05 |
2019-03-31 | $31k | 390 | 79.49 |
2018-12-31 | $36k | 525 | 68.57 |
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