Schwab U S Large Cap Growth ETF shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group 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 Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.8M | 19k | 92.72 |
2023-12-31 | $1.7M | 20k | 82.96 |
2023-09-30 | $1.5M | 21k | 72.72 |
2023-06-30 | $1.6M | 22k | 74.95 |
2022-12-31 | $1.4M | 25k | 55.56 |
2022-09-30 | $1.4M | 25k | 55.81 |
2022-06-30 | $1.5M | 25k | 58.00 |
2022-03-31 | $1.9M | 25k | 74.80 |
2021-12-31 | $2.1M | 13k | 163.76 |
2021-09-30 | $2.4M | 16k | 148.12 |
2021-06-30 | $2.4M | 16k | 145.96 |
2021-03-31 | $2.2M | 17k | 129.80 |
2020-12-31 | $2.3M | 18k | 128.44 |
2020-09-30 | $2.0M | 17k | 115.19 |
2020-06-30 | $1.8M | 18k | 101.52 |
2020-03-31 | $1.4M | 17k | 79.66 |
2019-12-31 | $379k | 4.1k | 92.89 |
2019-09-30 | $283k | 3.4k | 84.13 |
2019-06-30 | $327k | 3.9k | 83.25 |
2019-03-31 | $290k | 3.7k | 79.30 |
2018-12-31 | $271k | 3.9k | 68.94 |
2018-09-30 | $266k | 3.2k | 82.20 |
2018-06-30 | $257k | 3.4k | 76.04 |
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