Schwab U S Large Cap Growth ETF shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors 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 Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $854k | 8.2k | 104.18 |
| 2024-06-30 | $827k | 8.2k | 100.84 |
| 2024-03-31 | $760k | 8.2k | 92.72 |
| 2023-12-31 | $680k | 8.2k | 82.96 |
| 2023-09-30 | $659k | 9.1k | 72.72 |
| 2023-06-30 | $679k | 9.1k | 74.95 |
| 2023-03-31 | $704k | 11k | 65.17 |
| 2022-12-31 | $600k | 11k | 55.56 |
| 2022-09-30 | $609k | 11k | 55.81 |
| 2022-06-30 | $806k | 14k | 58.01 |
| 2022-03-31 | $1.1M | 7.1k | 148.02 |
| 2021-12-31 | $1.1M | 6.6k | 163.78 |
| 2021-09-30 | $1.1M | 7.1k | 148.02 |
| 2021-06-30 | $991k | 6.8k | 146.01 |
| 2020-12-31 | $868k | 6.8k | 128.35 |
| 2020-09-30 | $854k | 7.4k | 115.19 |
| 2020-06-30 | $1.8M | 18k | 101.54 |
| 2020-03-31 | $1.7M | 21k | 79.65 |
| 2019-12-31 | $2.1M | 23k | 92.89 |
| 2019-09-30 | $1.9M | 23k | 83.99 |
| 2019-06-30 | $1.9M | 23k | 83.20 |
| 2019-03-31 | $3.1M | 39k | 79.43 |
| 2018-12-31 | $2.5M | 37k | 68.94 |
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