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
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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
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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 |
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