Schwab U S Large Cap Growth ETF shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers 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 ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 15k | 104.18 |
| 2024-06-30 | $1.8M | 18k | 100.84 |
| 2024-03-31 | $476k | 5.1k | 92.73 |
| 2023-12-31 | $340k | 4.1k | 82.97 |
| 2023-09-30 | $227k | 3.1k | 72.73 |
| 2023-06-30 | $207k | 2.8k | 74.95 |
| 2022-03-31 | $211k | 2.8k | 74.64 |
| 2021-12-31 | $231k | 1.4k | 163.37 |
| 2021-09-30 | $214k | 1.4k | 147.99 |
| 2021-06-30 | $211k | 1.4k | 145.92 |
Top funds holding Schwab U S Large Cap Growth ETF
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