North Star Asset Management »

Schwab U S Large Cap Growth ETF shares owned by North Star Asset Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by North Star Asset Management from 13F filings

Historical chart of North Star Asset Management 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 North Star Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by North Star Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $470k 4.5k 104.18
2024-06-30 $423k 4.2k 100.84
2024-03-31 $446k 4.8k 92.72
2023-12-31 $428k 5.2k 82.96
2023-09-30 $308k 4.2k 72.72
2023-06-30 $240k 3.2k 74.95