Schwab U S Large Cap Growth ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 12k | 92.72 |
| 2023-12-31 | $905k | 11k | 82.96 |
| 2023-09-30 | $836k | 12k | 72.72 |
| 2023-06-30 | $817k | 11k | 74.95 |
| 2023-03-31 | $711k | 11k | 65.17 |
| 2022-12-31 | $599k | 11k | 55.56 |
| 2022-09-30 | $602k | 11k | 55.80 |
| 2022-06-30 | $626k | 11k | 58.02 |
| 2022-03-31 | $828k | 11k | 74.86 |
| 2021-12-31 | $901k | 5.5k | 163.73 |
| 2021-09-30 | $815k | 5.5k | 148.10 |
| 2021-06-30 | $779k | 5.3k | 146.04 |
| 2021-03-31 | $561k | 4.3k | 129.80 |
| 2020-12-31 | $555k | 4.3k | 128.41 |
| 2020-09-30 | $518k | 4.5k | 115.09 |
| 2020-06-30 | $457k | 4.5k | 101.53 |
| 2020-03-31 | $375k | 4.4k | 84.94 |
| 2019-12-31 | $408k | 4.4k | 92.85 |
| 2019-09-30 | $369k | 4.4k | 83.98 |
| 2019-06-30 | $366k | 4.4k | 83.20 |
| 2019-03-31 | $349k | 4.4k | 79.34 |
| 2018-12-31 | $306k | 4.4k | 69.00 |
| 2018-09-30 | $343k | 4.6k | 75.04 |
| 2018-06-30 | $360k | 4.6k | 78.76 |
| 2018-03-31 | $370k | 5.2k | 71.80 |
| 2017-12-31 | $455k | 6.4k | 70.73 |
| 2017-09-30 | $331k | 5.0k | 66.04 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF