Schwab U S Large Cap Growth ETF shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $2.8M | 22k | 128.39 |
| 2020-09-30 | $2.5M | 22k | 115.15 |
| 2020-06-30 | $2.2M | 22k | 101.53 |
| 2020-03-31 | $1.7M | 22k | 79.64 |
| 2019-12-31 | $1.8M | 19k | 92.91 |
| 2019-09-30 | $1.6M | 19k | 84.02 |
| 2019-06-30 | $1.6M | 20k | 83.23 |
| 2019-03-31 | $1.6M | 20k | 79.45 |
| 2018-12-31 | $1.4M | 21k | 68.94 |
| 2018-09-30 | $1.3M | 16k | 82.05 |
| 2018-06-30 | $1.2M | 16k | 75.80 |
| 2018-03-31 | $1.4M | 22k | 66.05 |
| 2017-12-31 | $1.4M | 20k | 70.72 |
| 2017-09-30 | $1.4M | 22k | 66.05 |
| 2017-06-30 | $1.3M | 21k | 63.21 |
| 2017-03-31 | $1.3M | 21k | 60.48 |
| 2016-12-31 | $1.3M | 24k | 55.82 |
| 2016-09-30 | $1.2M | 21k | 55.48 |
| 2016-06-30 | $1.0M | 20k | 52.45 |
| 2016-03-31 | $670k | 13k | 52.45 |
| 2015-12-31 | $769k | 15k | 52.83 |
| 2015-09-30 | $622k | 12k | 50.00 |
| 2015-06-30 | $668k | 12k | 53.70 |
| 2015-03-31 | $513k | 9.5k | 53.90 |
| 2014-12-31 | $336k | 6.5k | 51.76 |
| 2014-09-30 | $246k | 5.0k | 49.09 |
| 2014-06-30 | $243k | 5.0k | 48.49 |
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