Schwab U S Large Cap Growth ETF shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps 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 LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $708k | 6.8k | 104.18 |
| 2024-06-30 | $683k | 6.8k | 100.85 |
| 2024-03-31 | $643k | 6.9k | 92.72 |
| 2023-12-31 | $639k | 7.7k | 82.96 |
| 2023-09-30 | $560k | 7.7k | 72.72 |
| 2023-06-30 | $580k | 7.7k | 74.95 |
| 2023-03-31 | $505k | 7.7k | 65.17 |
| 2022-12-31 | $490k | 8.8k | 55.56 |
| 2022-09-30 | $519k | 9.3k | 55.77 |
| 2022-06-30 | $539k | 9.3k | 57.94 |
| 2022-03-31 | $718k | 9.6k | 74.78 |
| 2021-12-31 | $805k | 4.9k | 163.68 |
| 2021-09-30 | $713k | 4.8k | 148.02 |
| 2021-06-30 | $691k | 4.7k | 145.84 |
| 2021-03-31 | $615k | 4.7k | 129.83 |
| 2020-12-31 | $608k | 4.7k | 128.38 |
| 2020-09-30 | $545k | 4.7k | 115.12 |
| 2020-06-30 | $502k | 4.9k | 101.43 |
| 2020-03-31 | $399k | 5.0k | 79.59 |
| 2019-12-31 | $500k | 5.4k | 92.90 |
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