Schwab U S Large Cap Growth ETF shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners 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 Wealthsource Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $272k | 3.3k | 82.96 |
2023-09-30 | $239k | 3.3k | 72.72 |
2023-06-30 | $290k | 3.9k | 74.95 |
2023-03-31 | $358k | 5.5k | 65.17 |
2022-12-31 | $298k | 5.4k | 55.56 |
2022-09-30 | $411k | 7.4k | 55.85 |
2022-06-30 | $357k | 6.2k | 58.01 |
2022-03-31 | $1.2M | 16k | 74.82 |
2021-12-31 | $506k | 3.1k | 163.81 |
2021-09-30 | $499k | 3.4k | 148.03 |
2021-06-30 | $786k | 5.4k | 146.04 |
2020-06-30 | $708k | 7.0k | 101.59 |
2020-03-31 | $1.9M | 24k | 79.64 |
2019-12-31 | $2.1M | 22k | 92.91 |
2019-09-30 | $1.9M | 23k | 84.02 |
2019-06-30 | $349k | 4.2k | 83.15 |
2018-03-31 | $1.7M | 28k | 60.48 |
2017-12-31 | $1.8M | 26k | 70.69 |
2017-09-30 | $1.7M | 26k | 66.09 |
2017-06-30 | $1.6M | 25k | 63.22 |
2017-03-31 | $1.7M | 28k | 60.48 |
2016-12-31 | $345k | 6.2k | 55.80 |
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