Schwab U S Large Cap Growth ETF shares owned by Paces Ferry Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Paces Ferry Wealth Advisors
from 13F filings
Historical chart of Paces Ferry Wealth 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 Paces Ferry Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 137k | 104.18 |
| 2024-06-30 | $13M | 132k | 100.84 |
| 2024-03-31 | $11M | 123k | 92.72 |
| 2023-12-31 | $7.3M | 88k | 82.96 |
| 2023-09-30 | $5.7M | 78k | 72.72 |
| 2023-06-30 | $6.1M | 81k | 74.95 |
| 2023-03-31 | $5.5M | 84k | 65.17 |
| 2022-12-31 | $4.6M | 84k | 55.56 |
| 2022-09-30 | $3.8M | 69k | 55.81 |
| 2022-06-30 | $3.9M | 67k | 57.99 |
| 2022-03-31 | $4.9M | 66k | 74.81 |
| 2021-12-31 | $4.8M | 30k | 163.76 |
| 2021-09-30 | $3.9M | 26k | 148.09 |
| 2021-06-30 | $4.0M | 27k | 145.96 |
| 2021-03-31 | $3.3M | 26k | 129.79 |
| 2020-12-31 | $2.8M | 22k | 128.42 |
| 2020-09-30 | $2.4M | 21k | 115.18 |
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