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Schwab U S Large Cap Growth ETF shares owned by Sage Financial Management Group

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

Historical chart of Sage Financial Management 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 Sage Financial Management 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 Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 89k 104.18
2024-03-31 $8.4M 90k 92.72
2023-12-31 $6.8M 82k 82.96
2023-09-30 $6.0M 83k 72.72
2023-03-31 $10M 155k 65.17
2022-12-31 $11M 192k 55.56
2022-09-30 $9.3M 167k 55.81
2022-06-30 $11M 195k 57.99
2022-03-31 $15M 196k 74.82
2021-12-31 $16M 97k 163.75
2021-06-30 $15M 105k 145.96
2021-03-31 $14M 105k 129.78
2020-12-31 $15M 741 19673.41