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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
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