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Schwab U S Large Cap Growth ETF shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors 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 LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $452k 4.3k 104.18
2024-06-30 $434k 4.3k 100.84
2024-03-31 $743k 8.0k 92.72
2023-12-31 $739k 8.9k 82.96
2023-09-30 $687k 9.5k 72.72
2023-06-30 $850k 11k 74.95
2022-12-31 $5.0k 89 55.82