Valicenti Advisory Services »

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

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

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Valicenti Advisory Services

Quarter filed Position value Share count Share price at filing
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