Schwab U S Large Cap Growth ETF shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management 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 Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $148k | 1.5k | 101.44 |
| 2020-03-31 | $125k | 1.6k | 79.57 |
| 2019-12-31 | $152k | 1.6k | 92.74 |
| 2019-09-30 | $73k | 869 | 84.00 |
| 2019-06-30 | $55k | 666 | 82.58 |
| 2019-03-31 | $18k | 224 | 80.36 |
| 2018-12-31 | $12k | 177 | 67.80 |
| 2018-09-30 | $15k | 177 | 84.75 |
| 2018-06-30 | $13k | 177 | 73.45 |
| 2018-03-31 | $12k | 177 | 67.80 |
| 2017-12-31 | $13k | 177 | 73.45 |
| 2017-09-30 | $11k | 177 | 62.15 |
| 2017-06-30 | $11k | 177 | 62.15 |
| 2017-03-31 | $11k | 177 | 62.15 |
| 2016-12-31 | $10k | 177 | 56.50 |
| 2016-09-30 | $10k | 177 | 56.50 |
| 2016-06-30 | $9.0k | 177 | 50.85 |
| 2016-03-31 | $9.0k | 177 | 50.85 |
| 2015-12-31 | $9.0k | 177 | 50.85 |
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