Schwab U S Large Cap Growth ETF shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders 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 Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 190k | 82.96 |
| 2023-09-30 | $14M | 187k | 72.72 |
| 2023-06-30 | $15M | 204k | 74.95 |
| 2023-03-31 | $13M | 191k | 65.17 |
| 2022-12-31 | $9.3M | 168k | 55.56 |
| 2022-09-30 | $8.8M | 158k | 55.81 |
| 2022-06-30 | $8.6M | 148k | 57.99 |
| 2022-03-31 | $10M | 138k | 74.82 |
| 2021-12-31 | $11M | 65k | 163.74 |
| 2021-09-30 | $9.4M | 63k | 148.10 |
| 2021-06-30 | $9.0M | 62k | 145.96 |
| 2021-03-31 | $7.8M | 61k | 129.78 |
| 2020-12-31 | $11M | 85k | 128.41 |
| 2020-09-30 | $9.7M | 82k | 118.31 |
| 2020-06-30 | $7.9M | 78k | 101.53 |
| 2020-03-31 | $753k | 9.5k | 79.64 |
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