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Schwab U S Large Cap Growth ETF shares owned by Yale Capital Corp.

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Yale Capital Corp. from 13F filings

Historical chart of Yale Capital Corp. 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 Yale Capital Corp. 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 Yale Capital Corp.

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 31k 104.18
2024-03-31 $2.9M 31k 92.72
2023-09-30 $2.3M 31k 72.72
2023-06-30 $2.7M 36k 74.95
2023-03-31 $3.3M 50k 65.17
2022-12-31 $2.8M 51k 55.56
2022-09-30 $2.8M 51k 55.80
2022-06-30 $2.9M 50k 57.99
2022-03-31 $3.4M 46k 74.83
2021-12-31 $3.7M 22k 163.73
2021-09-30 $3.3M 22k 148.11
2021-06-30 $2.6M 18k 145.95
2021-03-31 $2.3M 18k 129.76
2020-12-31 $2.3M 18k 128.43
2020-09-30 $2.1M 18k 115.16
2020-06-30 $2.0M 20k 101.52
2020-03-31 $1.4M 18k 79.64
2019-12-31 $1.6M 17k 92.91
2019-09-30 $1.7M 21k 84.03
2019-06-30 $1.7M 21k 83.20
2019-03-31 $3.3M 41k 79.41
2018-12-31 $1.4M 21k 68.92
2018-09-30 $1.7M 21k 82.02
2018-06-30 $1.6M 21k 75.79
2018-03-31 $1.5M 22k 71.72
2017-12-31 $2.0M 28k 70.71
2017-09-30 $1.9M 29k 66.07
2017-06-30 $1.7M 28k 63.21
2017-03-31 $1.6M 26k 60.49
2016-12-31 $556k 10k 55.88
2016-09-30 $552k 10k 55.48
2016-06-30 $522k 10k 52.46
2016-03-31 $522k 10k 52.46

More positions owned by Yale Capital Corp.

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View all positions for Yale Capital Corp.

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF