Schwab U S Large Cap Growth ETF shares owned by Valicenti Advisory Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Valicenti Advisory Services
from 13F filings
Historical chart of Valicenti Advisory Services 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 Valicenti Advisory Services 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 | $503k | 4.8k | 104.10 |
2024-06-30 | $471k | 4.7k | 100.81 |
2024-03-31 | $437k | 4.7k | 92.70 |
2023-12-31 | $391k | 4.7k | 82.96 |
2023-09-30 | $348k | 4.8k | 72.62 |
2023-06-30 | $354k | 4.7k | 74.87 |
2023-03-31 | $308k | 4.7k | 65.10 |
2022-12-31 | $398k | 7.2k | 55.59 |
2022-09-30 | $386k | 6.9k | 55.84 |
2022-06-30 | $549k | 9.5k | 57.96 |
2022-03-31 | $716k | 9.6k | 74.80 |
2021-12-31 | $915k | 5.6k | 163.80 |
2021-09-30 | $960k | 6.5k | 148.08 |
2021-06-30 | $1.1M | 7.4k | 145.93 |
2021-03-31 | $1.0M | 7.7k | 129.74 |
2020-12-31 | $1.2M | 9.3k | 128.45 |
2020-09-30 | $1.2M | 11k | 115.21 |
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