Schwab U S Large Cap Growth ETF shares owned by Windsor Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Windsor Advisory Group
from 13F filings
Historical chart of Windsor Advisory Group 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 Windsor Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $792k | 8.5k | 92.72 |
2023-12-31 | $709k | 8.5k | 82.96 |
2023-09-30 | $622k | 8.5k | 72.72 |
2023-06-30 | $641k | 8.5k | 74.95 |
2023-03-31 | $557k | 8.5k | 65.17 |
2022-12-31 | $475k | 8.5k | 55.56 |
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