Schwab U S Large Cap Growth ETF shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management 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 Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Tradition Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $44M | 418k | 104.18 |
2024-06-30 | $42M | 417k | 100.84 |
2024-03-31 | $37M | 402k | 92.72 |
2023-12-31 | $57M | 732k | 77.14 |
2023-09-30 | $44M | 633k | 69.48 |
2023-06-30 | $46M | 632k | 71.87 |
2023-03-31 | $39M | 600k | 65.34 |
2022-12-31 | $38M | 633k | 59.93 |
2022-09-30 | $36M | 636k | 56.91 |
2022-06-30 | $40M | 675k | 59.89 |
2022-03-31 | $28M | 375k | 74.82 |
2021-12-31 | $30M | 180k | 163.75 |
2021-09-30 | $26M | 178k | 148.09 |
2021-06-30 | $25M | 174k | 145.96 |
2021-03-31 | $22M | 172k | 129.78 |
2020-12-31 | $23M | 179k | 128.41 |
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