True North Advisors »

Schwab U S Large Cap Growth ETF shares owned by True North Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by True North Advisors from 13F filings

Historical chart of True North Advisors 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 True North Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by True North Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 14k 104.18
2024-06-30 $1.4M 14k 100.84
2024-03-31 $1.7M 18k 92.72
2023-12-31 $2.0M 24k 82.96
2023-09-30 $1.4M 19k 72.72
2023-06-30 $1.8M 24k 74.95
2022-09-30 $4.5M 81k 55.80
2022-06-30 $4.8M 82k 57.98
2022-03-31 $6.4M 86k 74.81
2021-12-31 $6.6M 40k 163.74
2021-09-30 $5.9M 40k 148.09
2021-06-30 $5.8M 40k 145.96
2020-12-31 $4.6M 36k 128.39
2020-09-30 $3.8M 33k 115.14
2020-06-30 $3.0M 30k 101.52
2020-03-31 $2.2M 27k 79.63
2019-12-31 $2.3M 24k 92.90