Schwab U S Large Cap Growth ETF shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Valley Forge Investment Consultants Inc Adv
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.7M | 17k | 100.84 |
2024-03-31 | $1.6M | 17k | 92.72 |
2023-12-31 | $2.0M | 25k | 82.96 |
2023-09-30 | $1.8M | 25k | 72.72 |
2023-06-30 | $1.9M | 25k | 74.95 |
2023-03-31 | $1.7M | 26k | 65.17 |
2022-12-31 | $1.4M | 26k | 55.56 |
2022-09-30 | $1.8M | 32k | 55.80 |
2022-06-30 | $1.9M | 32k | 57.98 |
2022-03-31 | $2.4M | 32k | 74.83 |
2021-12-31 | $2.7M | 16k | 163.74 |
2021-09-30 | $2.5M | 17k | 145.94 |
2021-06-30 | $2.5M | 17k | 145.94 |
2021-03-31 | $813k | 6.3k | 129.73 |
2020-12-31 | $628k | 4.9k | 128.45 |
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