Schwab U S Large Cap Growth ETF shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth 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 YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $899k | 16k | 55.56 |
| 2022-09-30 | $869k | 16k | 55.79 |
| 2022-06-30 | $872k | 15k | 57.97 |
| 2022-03-31 | $1.0M | 14k | 74.80 |
| 2021-12-31 | $1.1M | 6.5k | 163.73 |
| 2021-09-30 | $935k | 6.3k | 148.15 |
| 2021-06-30 | $912k | 6.3k | 145.92 |
| 2021-03-31 | $779k | 6.0k | 129.70 |
| 2020-12-31 | $795k | 6.2k | 128.43 |
| 2020-09-30 | $683k | 5.9k | 115.18 |
| 2020-06-30 | $592k | 5.8k | 101.51 |
| 2020-03-31 | $443k | 5.6k | 79.59 |
| 2019-12-31 | $505k | 5.4k | 92.93 |
| 2019-09-30 | $688k | 8.2k | 84.05 |
| 2019-06-30 | $685k | 8.2k | 83.23 |
| 2019-03-31 | $662k | 8.3k | 79.38 |
| 2018-12-31 | $574k | 8.3k | 68.91 |
| 2018-09-30 | $243k | 3.0k | 82.26 |
| 2018-06-30 | $229k | 3.0k | 75.73 |
| 2018-03-31 | $206k | 2.8k | 72.31 |
| 2017-12-31 | $66k | 934 | 70.66 |
| 2017-09-30 | $45k | 674 | 66.77 |
| 2017-06-30 | $19k | 299 | 63.55 |
| 2017-03-31 | $6.0k | 95 | 63.16 |
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