Schwab U S Large Cap Growth ETF shares owned by Access Financial Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Access Financial Services
from 13F filings
Historical chart of Access Financial Services 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 Access Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $445k | 14k | 31.91 |
| 2025-06-30 | $407k | 14k | 29.21 |
| 2025-03-31 | $363k | 15k | 25.04 |
| 2024-12-31 | $404k | 15k | 27.87 |
| 2024-09-30 | $377k | 3.6k | 104.18 |
| 2024-06-30 | $365k | 3.6k | 100.84 |
| 2024-03-31 | $336k | 3.6k | 92.72 |
| 2023-12-31 | $300k | 3.6k | 82.96 |
| 2023-09-30 | $547k | 7.5k | 72.72 |
| 2023-06-30 | $574k | 7.7k | 74.95 |
| 2023-03-31 | $490k | 7.5k | 65.17 |
| 2022-12-31 | $418k | 7.5k | 55.56 |
| 2022-09-30 | $420k | 7.5k | 55.85 |
| 2022-06-30 | $436k | 7.5k | 57.98 |
| 2022-03-31 | $563k | 7.5k | 74.87 |
| 2021-12-31 | $616k | 3.8k | 163.83 |
| 2021-09-30 | $557k | 3.8k | 148.14 |
| 2021-06-30 | $549k | 3.8k | 146.01 |
| 2021-03-31 | $488k | 3.8k | 129.79 |
| 2020-12-31 | $483k | 3.8k | 128.46 |
| 2020-09-30 | $725k | 6.3k | 115.21 |
| 2020-06-30 | $639k | 6.3k | 101.54 |
| 2020-03-31 | $519k | 6.5k | 79.71 |
| 2019-12-31 | $723k | 7.8k | 92.86 |
| 2019-09-30 | $633k | 7.5k | 84.00 |
| 2019-06-30 | $627k | 7.5k | 83.20 |
| 2019-03-31 | $599k | 7.5k | 79.49 |
| 2018-12-31 | $623k | 9.0k | 68.95 |
Top funds holding Schwab U S Large Cap Growth ETF
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