Schwab U S Large Cap Growth ETF shares owned by NEXT Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial 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 NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.7M | 10k | 163.71 |
| 2021-09-30 | $290k | 2.1k | 140.63 |
| 2021-06-30 | $316k | 2.1k | 150.00 |
| 2021-03-31 | $293k | 2.2k | 132.23 |
| 2020-12-31 | $273k | 2.1k | 128.35 |
| 2020-09-30 | $242k | 2.1k | 114.96 |
| 2020-06-30 | $222k | 2.2k | 101.56 |
| 2020-03-31 | $178k | 2.2k | 79.78 |
| 2019-12-31 | $212k | 2.3k | 92.82 |
| 2019-09-30 | $191k | 2.3k | 83.92 |
| 2019-06-30 | $190k | 2.3k | 83.30 |
| 2018-12-31 | $143k | 2.1k | 68.82 |
| 2017-09-30 | $13k | 200 | 65.00 |
| 2017-06-30 | $30k | 480 | 62.50 |
| 2017-03-31 | $24k | 381 | 62.99 |
| 2016-12-31 | $94k | 1.7k | 55.56 |
| 2016-09-30 | $10k | 181 | 55.25 |
| 2016-06-30 | $9.0k | 181 | 49.72 |
| 2016-03-31 | $9.0k | 181 | 49.72 |
| 2015-12-31 | $9.0k | 181 | 49.72 |
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