Schwab U S Large Cap Growth ETF shares owned by Lee Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial 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 Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $275k | 8.1k | 33.84 |
| 2019-03-31 | $0 | 0 | 0.00 |
| 2018-12-31 | $0 | 0 | 0.00 |
| 2018-09-30 | $0 | 0 | 0.00 |
| 2018-06-30 | $0 | 0 | 0.00 |
| 2018-03-31 | $0 | 0 | 0.00 |
| 2017-12-31 | $5.0k | 66 | 75.76 |
| 2017-09-30 | $4.0k | 66 | 60.61 |
| 2017-06-30 | $4.0k | 66 | 60.61 |
| 2017-03-31 | $4.0k | 66 | 60.61 |
| 2016-12-31 | $4.0k | 66 | 60.61 |
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