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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Windsor Advisory Group

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