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Schwab U S Large Cap Growth ETF shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital 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 SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 284k 82.96
2023-09-30 $962k 13k 72.72
2023-06-30 $1.3M 17k 74.95
2023-03-31 $5.6k 86 65.44
2022-12-31 $4.8k 86 55.72
2022-09-30 $5.0k 86 58.14
2022-06-30 $5.0k 86 58.14
2022-03-31 $6.0k 86 69.77
2021-12-31 $11k 68 161.76
2021-09-30 $6.0k 43 139.53
2021-06-30 $6.0k 43 139.53
2020-12-31 $6.0k 43 139.53
2020-09-30 $5.0k 43 116.28
2020-06-30 $4.0k 43 93.02
2020-03-31 $3.0k 43 69.77
2019-12-31 $4.0k 43 93.02
2019-09-30 $4.0k 43 93.02