Schwab U S Large Cap Growth ETF shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth 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 SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $318k | 3.4k | 92.72 |
| 2023-12-31 | $284k | 3.4k | 82.97 |
| 2023-09-30 | $249k | 3.4k | 72.72 |
| 2023-06-30 | $256k | 3.4k | 74.95 |
| 2023-03-31 | $223k | 3.4k | 65.17 |
| 2022-12-31 | $175k | 3.1k | 55.55 |
| 2022-09-30 | $189k | 3.4k | 55.80 |
| 2022-06-30 | $180k | 3.1k | 57.80 |
| 2022-03-31 | $188k | 2.5k | 74.81 |
| 2021-12-31 | $2.0k | 18 | 111.11 |
| 2021-06-30 | $9.0k | 62 | 145.16 |
| 2021-03-31 | $8.0k | 62 | 129.03 |
| 2020-12-31 | $4.0k | 35 | 114.29 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF