Schwab U S Large Cap Growth ETF shares owned by Scott Capital Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Scott Capital Advisors
from 13F filings
Historical chart of Scott Capital Advisors 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 Scott Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.5M | 89k | 27.63 |
2024-09-30 | $2.3M | 22k | 104.18 |
2024-06-30 | $2.3M | 22k | 104.62 |
2024-03-31 | $2.0M | 22k | 92.48 |
2023-12-31 | $1.8M | 22k | 82.96 |
2023-09-30 | $1.5M | 19k | 75.49 |
2023-06-30 | $1.5M | 19k | 74.95 |
2023-03-31 | $1.3M | 19k | 65.17 |
2022-12-31 | $1.1M | 19k | 55.56 |
2022-09-30 | $810k | 15k | 55.83 |
2022-06-30 | $840k | 15k | 57.96 |
2022-03-31 | $638k | 8.5k | 74.83 |
2021-12-31 | $272k | 1.7k | 163.86 |
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