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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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Scott Capital Advisors

Quarter filed Position value Share count Share price at filing
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