Schwab U S Large Cap Growth ETF shares owned by Youngs Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Youngs Advisory
from 13F filings
Historical chart of Youngs Advisory 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 Youngs Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $557k | 20k | 27.87 |
2024-09-30 | $521k | 5.0k | 104.18 |
2024-06-30 | $505k | 5.0k | 100.84 |
2024-03-31 | $420k | 4.5k | 92.72 |
2023-12-31 | $376k | 4.5k | 82.96 |
2023-09-30 | $329k | 4.5k | 72.72 |
2023-06-30 | $340k | 4.5k | 74.95 |
2023-03-31 | $295k | 4.5k | 65.17 |
2022-12-31 | $318k | 5.7k | 55.56 |
2022-09-30 | $320k | 5.7k | 55.85 |
2022-06-30 | $332k | 5.7k | 57.94 |
2022-03-31 | $429k | 5.7k | 74.87 |
2021-12-31 | $462k | 2.8k | 163.83 |
2021-09-30 | $418k | 2.8k | 148.23 |
2021-06-30 | $412k | 2.8k | 146.10 |
2021-03-31 | $366k | 2.8k | 129.79 |
2020-12-31 | $362k | 2.8k | 128.37 |
2020-09-30 | $325k | 2.8k | 115.25 |
2020-06-30 | $286k | 2.8k | 101.42 |
2020-03-31 | $225k | 2.8k | 79.79 |
2019-12-31 | $262k | 2.8k | 92.91 |
2019-09-30 | $237k | 2.8k | 84.04 |
2019-06-30 | $235k | 2.8k | 83.33 |
2019-03-31 | $224k | 2.8k | 79.43 |
2018-09-30 | $254k | 3.1k | 81.94 |
2018-06-30 | $235k | 3.1k | 75.81 |
2018-03-31 | $222k | 3.1k | 71.61 |
2017-12-31 | $235k | 3.3k | 70.61 |
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