Schwab U S Large Cap Growth ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth 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 Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 16k | 82.96 |
| 2023-09-30 | $1.1M | 15k | 76.04 |
| 2023-06-30 | $863k | 12k | 74.95 |
| 2023-03-31 | $589k | 9.0k | 65.17 |
| 2022-12-31 | $403k | 7.3k | 55.56 |
| 2022-09-30 | $396k | 6.9k | 57.38 |
| 2022-06-30 | $372k | 6.0k | 61.94 |
| 2022-03-31 | $378k | 5.1k | 74.76 |
| 2021-12-31 | $355k | 2.2k | 162.47 |
| 2021-09-30 | $244k | 1.6k | 148.33 |
| 2021-06-30 | $240k | 1.6k | 145.90 |
| 2021-03-31 | $227k | 1.8k | 128.61 |
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