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Schwab U S Large Cap Growth ETF shares owned by My Legacy Advisors

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

Historical chart of My Legacy 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 My Legacy 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $983k 12k 83.62
2023-09-30 $1.3M 17k 73.42
2023-06-30 $1.4M 18k 76.47
2023-03-31 $1.1M 17k 64.84
2022-12-31 $1.1M 17k 63.09
2022-09-30 $924k 17k 54.54
2022-06-30 $1.2M 20k 60.06
2022-03-31 $1.4M 18k 74.81