Schwab U S Large Cap Growth ETF shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment 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 Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $310k | 5.6k | 55.56 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $331k | 5.7k | 58.05 |
| 2022-03-31 | $427k | 5.7k | 74.89 |
| 2021-12-31 | $492k | 3.0k | 163.78 |
| 2021-09-30 | $415k | 2.8k | 148.16 |
| 2021-06-30 | $573k | 3.9k | 145.95 |
| 2020-12-31 | $370k | 2.9k | 128.60 |
| 2020-09-30 | $333k | 2.9k | 115.11 |
| 2020-06-30 | $316k | 3.1k | 101.67 |
| 2020-03-31 | $257k | 3.2k | 79.69 |
| 2019-12-31 | $300k | 3.2k | 93.02 |
| 2019-09-30 | $271k | 3.2k | 84.03 |
| 2019-06-30 | $268k | 3.2k | 83.10 |
| 2019-03-31 | $276k | 3.5k | 79.38 |
| 2018-12-31 | $297k | 4.3k | 68.96 |
| 2018-09-30 | $353k | 4.3k | 81.96 |
| 2018-06-30 | $311k | 4.1k | 75.89 |
| 2018-03-31 | $330k | 4.6k | 71.79 |
| 2017-12-31 | $328k | 4.6k | 70.67 |
| 2017-09-30 | $307k | 4.6k | 66.15 |
| 2017-06-30 | $361k | 5.7k | 63.24 |
| 2017-03-31 | $296k | 4.9k | 60.56 |
| 2016-12-31 | $273k | 4.9k | 55.85 |
| 2016-09-30 | $278k | 5.0k | 55.51 |
| 2016-06-30 | $263k | 5.0k | 52.52 |
| 2016-03-31 | $275k | 5.2k | 52.50 |
| 2015-12-31 | $295k | 5.6k | 52.80 |
| 2015-09-30 | $262k | 5.2k | 50.02 |
| 2015-06-30 | $281k | 5.2k | 53.65 |
| 2015-03-31 | $302k | 5.6k | 54.29 |
| 2014-12-31 | $299k | 5.7k | 52.76 |
| 2014-09-30 | $279k | 5.5k | 51.03 |
| 2014-06-30 | $283k | 5.8k | 48.58 |
| 2014-03-31 | $329k | 7.2k | 46.01 |
| 2013-12-31 | $440k | 9.7k | 45.29 |
| 2013-09-30 | $422k | 10k | 41.12 |
| 2013-06-30 | $399k | 11k | 38.13 |
| 2013-03-31 | $393k | 11k | 35.62 |
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