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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Paces Ferry Wealth Advisors 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 Paces Ferry Wealth Advisors

Quarter filed Position value Share count Share price at filing
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