Schwab U S Large Cap Growth ETF shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory 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 Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $635k | 6.1k | 104.18 |
| 2024-06-30 | $698k | 6.9k | 100.84 |
| 2024-03-31 | $622k | 6.7k | 92.72 |
| 2023-09-30 | $473k | 6.5k | 72.72 |
| 2023-06-30 | $481k | 6.4k | 74.95 |
| 2023-03-31 | $450k | 6.9k | 65.17 |
| 2022-12-31 | $379k | 6.8k | 55.56 |
| 2022-09-30 | $381k | 6.8k | 55.87 |
| 2022-06-30 | $373k | 6.4k | 57.92 |
| 2022-03-31 | $482k | 6.4k | 74.86 |
More positions owned by Wescott Financial Advisory Group
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