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Schwab U S Large Cap Growth ETF shares owned by Private Ocean

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 2.7k 92.74
2023-12-31 $214k 2.6k 82.96
2023-09-30 $180k 2.5k 72.71
2023-06-30 $193k 2.6k 74.95
2023-03-31 $17k 253 65.21
2022-12-31 $8.9k 161 55.53
2022-09-30 $8.0k 160 50.00
2022-03-31 $12k 160 75.00
2021-12-31 $13k 80 162.50
2021-03-31 $8.0k 60 133.33
2020-12-31 $8.0k 60 133.33
2019-12-31 $1.0k 4 250.00
2019-09-30 $1.0k 4 250.00
2019-06-30 $0 4 0.00