Schwab U S Large Cap Growth ETF shares owned by Pacific Wealth Strategies Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Pacific Wealth Strategies Group
from 13F filings
Historical chart of Pacific Wealth Strategies Group 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 Pacific Wealth Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 103k | 104.18 |
| 2024-06-30 | $9.8M | 98k | 100.84 |
| 2024-03-31 | $9.0M | 97k | 92.72 |
| 2023-12-31 | $7.8M | 95k | 82.96 |
| 2023-09-30 | $6.7M | 92k | 72.72 |
| 2023-06-30 | $6.6M | 89k | 74.95 |
| 2023-03-31 | $5.7M | 87k | 65.17 |
| 2022-12-31 | $4.6M | 83k | 55.56 |
| 2022-09-30 | $4.8M | 86k | 55.81 |
| 2022-06-30 | $5.2M | 89k | 57.99 |
| 2022-03-31 | $13M | 179k | 74.82 |
| 2021-12-31 | $15M | 91k | 163.75 |
| 2021-09-30 | $13M | 90k | 148.09 |
| 2021-06-30 | $13M | 89k | 145.96 |
| 2021-03-31 | $11M | 84k | 129.77 |
| 2020-12-31 | $10M | 80k | 130.43 |
| 2020-09-30 | $6.0M | 52k | 115.18 |
| 2020-06-30 | $4.5M | 45k | 101.54 |
| 2020-03-31 | $3.6M | 46k | 79.65 |
| 2019-12-31 | $7.2M | 77k | 92.91 |
| 2019-09-30 | $6.5M | 77k | 84.01 |
| 2019-06-30 | $6.3M | 75k | 83.22 |
| 2019-03-31 | $6.0M | 76k | 79.43 |
| 2018-12-31 | $5.3M | 77k | 68.93 |
| 2018-09-30 | $6.1M | 75k | 82.02 |
| 2018-06-30 | $5.7M | 76k | 75.78 |
| 2018-03-31 | $5.5M | 77k | 71.71 |
| 2017-12-31 | $5.4M | 76k | 70.71 |
| 2017-09-30 | $5.9M | 90k | 66.08 |
| 2017-06-30 | $5.2M | 82k | 63.20 |
| 2017-03-31 | $5.0M | 82k | 60.49 |
| 2016-12-31 | $4.4M | 80k | 55.83 |
More positions owned by Pacific Wealth Strategies Group
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