Schwab U S Large Cap Growth ETF shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services 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 Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $731k | 7.0k | 104.18 |
| 2024-06-30 | $708k | 7.0k | 100.84 |
| 2024-03-31 | $651k | 7.0k | 92.72 |
| 2023-12-31 | $582k | 7.0k | 82.96 |
| 2023-09-30 | $510k | 7.0k | 72.72 |
| 2023-06-30 | $547k | 7.3k | 74.95 |
| 2023-03-31 | $475k | 7.3k | 65.17 |
| 2022-12-31 | $405k | 7.3k | 55.56 |
| 2022-09-30 | $426k | 7.6k | 55.82 |
| 2022-06-30 | $423k | 7.3k | 58.02 |
| 2022-03-31 | $561k | 7.5k | 74.78 |
| 2021-12-31 | $614k | 3.8k | 163.69 |
| 2021-09-30 | $555k | 3.8k | 148.00 |
| 2021-06-30 | $559k | 3.8k | 145.95 |
| 2021-03-31 | $497k | 3.8k | 129.77 |
| 2020-12-31 | $492k | 3.8k | 128.49 |
| 2020-09-30 | $441k | 3.8k | 115.20 |
| 2020-06-30 | $389k | 3.8k | 101.62 |
| 2020-03-31 | $348k | 4.4k | 79.58 |
| 2019-12-31 | $414k | 4.5k | 92.91 |
| 2019-09-30 | $374k | 4.5k | 83.97 |
| 2019-06-30 | $370k | 4.5k | 83.13 |
| 2019-03-31 | $354k | 4.5k | 79.53 |
| 2018-12-31 | $370k | 5.4k | 68.86 |
| 2018-09-30 | $386k | 4.7k | 82.02 |
| 2018-06-30 | $338k | 4.5k | 75.70 |
| 2018-03-31 | $325k | 4.5k | 71.79 |
| 2017-12-31 | $320k | 4.5k | 70.72 |
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