Schwab U S Large Cap Growth ETF shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors 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 Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 494k | 27.87 |
| 2024-09-30 | $13M | 127k | 104.18 |
| 2024-06-30 | $13M | 132k | 100.84 |
| 2024-03-31 | $13M | 142k | 92.72 |
| 2023-12-31 | $12M | 142k | 82.96 |
| 2023-09-30 | $10M | 137k | 72.72 |
| 2023-06-30 | $11M | 141k | 74.95 |
| 2023-03-31 | $11M | 175k | 65.17 |
| 2022-12-31 | $9.6M | 173k | 55.56 |
| 2022-09-30 | $7.5M | 134k | 55.81 |
| 2022-06-30 | $9.4M | 162k | 57.99 |
| 2022-03-31 | $14M | 191k | 74.82 |
| 2021-12-31 | $15M | 90k | 163.75 |
| 2021-09-30 | $4.9M | 33k | 148.10 |
| 2021-06-30 | $12M | 85k | 145.96 |
| 2021-03-31 | $10M | 77k | 129.78 |
| 2020-12-31 | $9.2M | 72k | 128.41 |
| 2020-09-30 | $8.2M | 72k | 115.17 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $5.6M | 70k | 79.65 |
| 2019-12-31 | $5.2M | 56k | 92.91 |
| 2019-09-30 | $4.5M | 53k | 84.02 |
| 2019-06-30 | $1.7M | 20k | 83.21 |
| 2019-03-31 | $1.6M | 20k | 79.45 |
| 2018-12-31 | $3.7M | 54k | 68.92 |
| 2018-09-30 | $4.0M | 49k | 82.01 |
| 2018-06-30 | $1.8M | 24k | 75.77 |
| 2018-03-31 | $3.4M | 48k | 71.72 |
| 2017-12-31 | $3.6M | 51k | 70.71 |
| 2017-09-30 | $3.4M | 51k | 66.07 |
| 2017-06-30 | $3.0M | 47k | 63.20 |
| 2017-03-31 | $2.6M | 44k | 60.47 |
| 2016-12-31 | $263k | 4.7k | 55.77 |
| 2016-09-30 | $261k | 4.7k | 55.56 |
| 2016-06-30 | $208k | 4.0k | 52.59 |
| 2016-03-31 | $4.1k | 214 | 19.10 |
| 2015-12-31 | $3.6M | 70k | 51.79 |
| 2015-09-30 | $302k | 6.0k | 49.97 |
| 2015-06-30 | $455k | 8.5k | 53.63 |
| 2015-03-31 | $1.1M | 21k | 53.89 |
| 2014-12-31 | $3.7M | 71k | 51.80 |
| 2014-09-30 | $3.5M | 72k | 49.18 |
| 2014-06-30 | $4.4M | 91k | 48.52 |
| 2014-03-31 | $5.3M | 116k | 46.00 |
| 2013-12-31 | $5.6M | 125k | 45.24 |
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