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
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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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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 |
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