Schwab U S Large Cap Growth ETF shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $587k | 5.6k | 104.18 |
| 2024-06-30 | $585k | 5.8k | 100.84 |
| 2024-03-31 | $547k | 5.9k | 92.72 |
| 2023-12-31 | $498k | 6.0k | 82.96 |
| 2023-09-30 | $505k | 6.9k | 72.72 |
| 2023-06-30 | $450k | 6.0k | 74.95 |
| 2023-03-31 | $391k | 6.0k | 65.17 |
| 2022-12-31 | $333k | 6.0k | 55.56 |
| 2022-09-30 | $335k | 6.0k | 55.83 |
| 2022-06-30 | $348k | 6.0k | 58.00 |
| 2022-03-31 | $458k | 6.1k | 74.79 |
More positions owned by Soltis Investment Advisors
View all positions for Soltis Investment Advisors
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF