Schwab U S Large Cap Growth ETF shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions 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 Retirement Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 14k | 104.18 |
| 2024-06-30 | $1.4M | 14k | 100.84 |
| 2024-03-31 | $1.3M | 14k | 92.72 |
| 2023-12-31 | $1.2M | 14k | 82.96 |
| 2023-09-30 | $1.0M | 14k | 72.72 |
| 2023-06-30 | $1.1M | 14k | 74.95 |
| 2023-03-31 | $916k | 14k | 65.17 |
| 2022-12-31 | $480k | 8.6k | 55.56 |
| 2022-09-30 | $489k | 8.6k | 56.66 |
| 2022-06-30 | $500k | 8.6k | 57.94 |
| 2022-03-31 | $646k | 8.6k | 74.86 |
| 2021-12-31 | $707k | 4.3k | 163.85 |
| 2021-09-30 | $639k | 4.3k | 148.09 |
| 2021-06-30 | $630k | 4.3k | 146.00 |
| 2021-03-31 | $560k | 4.3k | 129.78 |
| 2020-12-31 | $554k | 4.3k | 128.39 |
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