Schwab U S Large Cap Growth ETF shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $12M | 82k | 148.09 |
| 2021-06-30 | $12M | 80k | 145.96 |
| 2021-03-31 | $11M | 83k | 129.78 |
| 2020-12-31 | $10M | 88k | 115.17 |
| 2020-09-30 | $10M | 88k | 116.80 |
| 2020-06-30 | $8.1M | 80k | 101.54 |
| 2020-03-31 | $10M | 116k | 87.99 |
| 2019-12-31 | $11M | 118k | 94.09 |
| 2019-09-30 | $11M | 136k | 84.01 |
| 2019-06-30 | $12M | 144k | 85.17 |
| 2019-03-31 | $10M | 129k | 80.73 |
| 2018-12-31 | $5.2M | 73k | 70.92 |
| 2018-09-30 | $10M | 136k | 75.07 |
| 2018-06-30 | $9.7M | 128k | 75.78 |
| 2018-03-31 | $15M | 213k | 71.71 |
| 2017-12-31 | $15M | 201k | 75.77 |
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