Schwab U S Large Cap Growth ETF shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group 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 Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $662k | 7.1k | 92.72 |
| 2023-12-31 | $592k | 7.1k | 82.96 |
| 2023-09-30 | $549k | 7.5k | 72.72 |
| 2023-06-30 | $597k | 8.0k | 74.95 |
| 2023-03-31 | $542k | 8.3k | 65.17 |
| 2022-12-31 | $480k | 8.6k | 55.56 |
| 2022-09-30 | $900k | 16k | 58.24 |
| 2022-06-30 | $975k | 17k | 58.92 |
| 2022-03-31 | $1.2M | 16k | 74.83 |
| 2021-12-31 | $2.0M | 12k | 163.77 |
| 2021-09-30 | $1.9M | 13k | 148.06 |
| 2021-06-30 | $2.0M | 13k | 145.98 |
| 2021-03-31 | $1.8M | 14k | 129.79 |
| 2020-12-31 | $1.8M | 14k | 128.41 |
| 2020-09-30 | $1.7M | 15k | 115.14 |
| 2020-06-30 | $1.7M | 17k | 101.52 |
| 2020-03-31 | $1.3M | 17k | 79.62 |
| 2019-12-31 | $1.7M | 19k | 92.90 |
More positions owned by Vista Wealth Management Group
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