Schwab U S Large Cap Growth ETF shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point Wealth Management 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 Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $314k | 3.4k | 92.73 |
| 2023-12-31 | $292k | 3.5k | 82.97 |
| 2023-09-30 | $263k | 3.5k | 74.73 |
| 2023-06-30 | $261k | 3.5k | 74.95 |
| 2023-03-31 | $231k | 3.5k | 65.18 |
| 2022-12-31 | $204k | 3.7k | 55.56 |
| 2022-06-30 | $202k | 3.5k | 57.91 |
| 2022-03-31 | $253k | 3.4k | 74.72 |
| 2021-12-31 | $333k | 2.0k | 163.72 |
| 2021-09-30 | $312k | 2.1k | 148.08 |
| 2021-06-30 | $402k | 2.8k | 146.02 |
| 2021-03-31 | $480k | 3.7k | 129.76 |
| 2020-12-31 | $834k | 6.5k | 128.37 |
| 2020-09-30 | $973k | 8.5k | 115.13 |
| 2020-06-30 | $973k | 9.6k | 101.56 |
| 2020-03-31 | $817k | 10k | 79.63 |
| 2019-12-31 | $1.1M | 12k | 92.92 |
| 2019-09-30 | $1.4M | 17k | 84.01 |
| 2019-06-30 | $1.5M | 17k | 85.16 |
| 2019-03-31 | $1.3M | 17k | 79.43 |
| 2018-12-31 | $1.1M | 15k | 68.93 |
| 2018-09-30 | $1.2M | 15k | 81.99 |
| 2018-06-30 | $1.0M | 14k | 75.80 |
| 2018-03-31 | $824k | 12k | 71.70 |
| 2017-12-31 | $686k | 9.7k | 70.71 |
More positions owned by Stony Point Wealth Management
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