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
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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 |
|---|---|---|---|
| 2024-03-31 | $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
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