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Schwab U S Large Cap Growth ETF shares owned by Synergy Financial Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Synergy Financial Group from 13F filings

Historical chart of Synergy Financial Group 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 Synergy Financial Group 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 Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $567k 5.4k 104.18
2024-06-30 $549k 5.4k 100.84
2024-03-31 $510k 5.5k 92.72
2023-12-31 $460k 5.5k 82.96
2023-09-30 $413k 5.7k 72.72
2023-06-30 $467k 6.2k 74.95
2023-03-31 $406k 6.2k 65.17
2022-12-31 $346k 6.2k 55.56
2022-09-30 $375k 6.7k 55.85
2022-06-30 $394k 6.8k 57.98
2022-03-31 $519k 6.9k 74.79
2021-12-31 $569k 3.5k 163.69