Schwab U S Large Cap Growth ETF shares owned by Sontag Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory 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 Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 93k | 27.87 |
| 2024-09-30 | $2.3M | 22k | 104.18 |
| 2024-06-30 | $779k | 7.7k | 100.85 |
| 2024-03-31 | $688k | 7.4k | 92.72 |
| 2023-12-31 | $902k | 11k | 82.96 |
| 2023-09-30 | $577k | 7.9k | 72.72 |
| 2023-06-30 | $578k | 7.7k | 74.95 |
| 2023-03-31 | $503k | 7.7k | 65.17 |
| 2022-12-31 | $428k | 7.7k | 55.56 |
| 2022-09-30 | $430k | 7.7k | 55.77 |
| 2022-06-30 | $447k | 7.7k | 58.00 |
| 2022-03-31 | $292k | 3.9k | 74.78 |
| 2021-12-31 | $343k | 2.1k | 163.80 |
| 2021-09-30 | $563k | 3.8k | 148.12 |
| 2021-06-30 | $294k | 2.0k | 145.83 |
| 2021-03-31 | $263k | 2.0k | 129.56 |
| 2020-12-31 | $259k | 2.0k | 128.34 |
| 2020-03-31 | $321k | 4.0k | 79.61 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF