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Schwab U S Large Cap Growth ETF shares owned by Retirement Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Retirement Group from 13F filings

Historical chart of Retirement Group 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 Retirement Group 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 Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 20k 92.72
2023-12-31 $315k 3.8k 82.96
2023-09-30 $276k 3.8k 72.73
2023-06-30 $284k 3.8k 74.95
2023-03-31 $236k 3.6k 65.19
2022-12-31 $201k 3.6k 55.54
2022-09-30 $115k 2.1k 55.58
2022-06-30 $142k 2.4k 58.10
2022-03-31 $213k 2.8k 74.92
2021-12-31 $198k 1.2k 163.37
2021-09-30 $138k 932 148.07
2021-06-30 $114k 782 145.78
2021-03-31 $101k 782 129.16
2020-12-31 $100k 781 128.04
2020-09-30 $517k 17k 31.43
2020-06-30 $74k 726 101.93
2019-12-31 $66k 715 92.31