Schwab U S Large Cap Growth ETF shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial 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 Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $700k | 6.7k | 104.19 |
| 2024-06-30 | $544k | 5.4k | 100.84 |
| 2024-03-31 | $365k | 3.9k | 92.72 |
| 2023-12-31 | $141k | 1.7k | 82.96 |
| 2023-09-30 | $123k | 1.7k | 72.72 |
| 2023-06-30 | $127k | 1.7k | 74.95 |
| 2023-03-31 | $111k | 1.7k | 65.17 |
| 2022-12-31 | $167k | 3.0k | 55.55 |
| 2022-09-30 | $136k | 2.4k | 56.01 |
| 2022-03-31 | $8.0k | 112 | 71.43 |
| 2021-12-31 | $9.0k | 56 | 160.71 |
| 2021-09-30 | $8.0k | 56 | 142.86 |
| 2021-06-30 | $8.0k | 56 | 142.86 |
| 2021-03-31 | $7.0k | 56 | 125.00 |
| 2019-09-30 | $14k | 162 | 86.42 |
| 2019-06-30 | $13k | 162 | 80.25 |
| 2019-03-31 | $13k | 162 | 80.25 |
| 2018-12-31 | $11k | 162 | 67.90 |
| 2018-09-30 | $13k | 162 | 80.25 |
| 2016-06-30 | $26k | 496 | 52.42 |
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