Schwab U S Large Cap Growth ETF shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $19M | 185k | 104.18 |
2024-06-30 | $18M | 181k | 100.84 |
2024-03-31 | $16M | 174k | 92.72 |
2023-12-31 | $15M | 176k | 82.96 |
2023-09-30 | $12M | 168k | 72.72 |
2023-06-30 | $11M | 148k | 74.95 |
2023-03-31 | $8.8M | 138k | 64.07 |
2022-12-31 | $6.7M | 120k | 55.56 |
2022-09-30 | $6.6M | 118k | 55.81 |
2022-06-30 | $6.7M | 116k | 57.99 |
2022-03-31 | $8.3M | 110k | 75.93 |
2021-12-31 | $7.9M | 53k | 148.23 |
2021-09-30 | $6.3M | 42k | 148.29 |
2021-06-30 | $6.3M | 42k | 148.29 |
2021-03-31 | $5.4M | 42k | 129.79 |
2020-12-31 | $5.3M | 41k | 128.42 |
2020-09-30 | $3.7M | 31k | 119.83 |
2020-03-31 | $69M | 767k | 90.49 |
2019-12-31 | $382k | 16k | 23.23 |
2016-12-31 | $50k | 887 | 55.84 |
2016-06-30 | $37k | 704 | 52.49 |
2016-03-31 | $37k | 703 | 52.46 |
2015-12-31 | $37k | 703 | 52.82 |
2015-09-30 | $35k | 702 | 49.99 |
2015-06-30 | $38k | 701 | 53.70 |
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