Schwab U S Large Cap Growth ETF shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 22k | 104.18 |
| 2024-06-30 | $2.2M | 22k | 100.84 |
| 2024-03-31 | $2.1M | 22k | 92.72 |
| 2023-12-31 | $1.8M | 22k | 82.96 |
| 2023-09-30 | $1.6M | 22k | 72.72 |
| 2023-06-30 | $1.5M | 21k | 74.95 |
| 2023-03-31 | $1.1M | 18k | 65.17 |
| 2022-12-31 | $623k | 11k | 55.56 |
| 2022-09-30 | $427k | 7.6k | 55.85 |
| 2022-06-30 | $443k | 7.6k | 57.94 |
| 2022-03-31 | $657k | 8.8k | 74.83 |
| 2021-12-31 | $705k | 4.3k | 163.65 |
| 2021-09-30 | $603k | 4.1k | 148.19 |
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