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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Lederer & Associates Investment Counsel
View all positions for Lederer & Associates Investment Counsel
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF