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Schwab U S Large Cap Growth ETF shares owned by Newman & Schimel

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Newman & Schimel from 13F filings

Historical chart of Newman & Schimel 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 Newman & Schimel 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 Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $694k 13k 55.56
2022-09-30 $761k 14k 55.79
2022-06-30 $768k 13k 58.00
2022-03-31 $1.0M 14k 74.81
2021-12-31 $1.1M 6.8k 163.81
2021-09-30 $1.1M 7.4k 148.09
2021-06-30 $1.1M 7.8k 145.95
2021-03-31 $935k 7.2k 129.83
2020-12-31 $903k 7.0k 128.49