Schwab U S Large Cap Growth ETF shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 248k | 82.96 |
| 2023-09-30 | $18M | 244k | 72.72 |
| 2023-06-30 | $16M | 208k | 74.95 |
| 2023-03-31 | $14M | 209k | 65.17 |
| 2022-12-31 | $11M | 203k | 55.56 |
| 2022-09-30 | $11M | 205k | 55.81 |
| 2022-06-30 | $11M | 189k | 57.99 |
| 2022-03-31 | $15M | 202k | 74.82 |
| 2021-12-31 | $17M | 102k | 163.79 |
| 2021-09-30 | $15M | 102k | 148.09 |
| 2021-06-30 | $15M | 101k | 145.96 |
| 2021-03-31 | $14M | 106k | 129.78 |
| 2020-12-31 | $13M | 105k | 128.41 |
| 2020-09-30 | $12M | 100k | 116.80 |
| 2020-06-30 | $11M | 105k | 102.83 |
| 2020-03-31 | $11M | 140k | 75.99 |
| 2019-12-31 | $12M | 126k | 94.15 |
| 2019-09-30 | $8.2M | 98k | 84.01 |
| 2019-06-30 | $7.8M | 93k | 83.41 |
| 2019-03-31 | $7.4M | 93k | 79.43 |
| 2018-12-31 | $2.7M | 39k | 69.12 |
| 2018-09-30 | $3.3M | 40k | 82.03 |
| 2018-06-30 | $3.0M | 40k | 75.77 |
| 2018-03-31 | $2.1M | 30k | 69.99 |
| 2017-12-31 | $2.2M | 31k | 70.70 |
| 2017-09-30 | $1.9M | 29k | 66.08 |
| 2017-06-30 | $1000k | 16k | 63.21 |
| 2017-03-31 | $247k | 4.1k | 60.47 |
| 2016-03-31 | $586k | 11k | 52.46 |
| 2015-12-31 | $607k | 12k | 52.85 |
More positions owned by Captrust Financial Advisors
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