Schwab U S Large Cap Growth ETF shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 170k | 104.18 |
| 2024-06-30 | $28M | 277k | 100.84 |
| 2024-03-31 | $26M | 280k | 92.72 |
| 2023-12-31 | $23M | 274k | 82.96 |
| 2023-09-30 | $19M | 264k | 72.72 |
| 2023-06-30 | $20M | 266k | 74.95 |
| 2023-03-31 | $11M | 163k | 65.17 |
| 2022-12-31 | $8.0M | 144k | 55.56 |
| 2022-09-30 | $7.2M | 128k | 55.81 |
| 2022-06-30 | $6.8M | 117k | 57.99 |
| 2022-03-31 | $5.0M | 67k | 74.82 |
| 2021-12-31 | $4.5M | 28k | 163.75 |
| 2021-09-30 | $3.8M | 25k | 148.10 |
| 2021-06-30 | $3.5M | 24k | 145.97 |
| 2021-03-31 | $2.8M | 22k | 129.80 |
| 2020-12-31 | $2.6M | 21k | 128.41 |
| 2020-09-30 | $2.3M | 20k | 115.17 |
| 2020-06-30 | $1.9M | 19k | 101.56 |
| 2020-03-31 | $1.6M | 19k | 84.99 |
| 2019-12-31 | $1.7M | 18k | 94.20 |
| 2017-06-30 | $3.0k | 40 | 75.00 |
| 2016-06-30 | $33k | 633 | 52.13 |
| 2016-03-31 | $33k | 633 | 52.13 |
| 2011-09-30 | $7.2M | 128k | 55.81 |
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