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Schwab U S Large Cap Growth ETF shares owned by Lederer & Associates Investment Counsel

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lederer & Associates Investment Counsel from 13F filings

Historical chart of Lederer & Associates Investment Counsel 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 Lederer & Associates Investment Counsel 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 Lederer & Associates Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $620k 6.0k 104.10
2024-06-30 $711k 7.1k 100.79
2024-03-31 $666k 7.2k 92.76
2023-12-31 $650k 7.8k 82.91
2023-09-30 $561k 7.7k 72.75
2023-06-30 $554k 7.4k 74.99
2023-03-31 $556k 8.5k 65.16
2022-12-31 $491k 8.8k 55.58
2022-09-30 $457k 8.2k 55.82
2022-06-30 $478k 8.2k 57.98
2022-03-31 $708k 9.5k 74.79
2021-12-31 $1.0M 6.3k 163.82
2021-09-30 $775k 5.2k 148.18
2021-06-30 $790k 5.4k 145.97
2021-03-31 $707k 5.4k 129.78
2020-12-31 $772k 6.0k 128.41
2020-09-30 $741k 6.4k 115.21