Schwab U S Large Cap Growth ETF shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth 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 Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 215k | 31.91 |
| 2025-06-30 | $5.0M | 171k | 29.21 |
| 2025-03-31 | $2.2M | 86k | 25.04 |
| 2024-12-31 | $2.2M | 77k | 27.87 |
| 2024-09-30 | $1.4M | 14k | 104.18 |
| 2024-06-30 | $1.2M | 12k | 100.84 |
| 2024-03-31 | $834k | 9.0k | 92.72 |
| 2023-12-31 | $526k | 6.3k | 82.96 |
| 2023-09-30 | $410k | 5.6k | 72.72 |
| 2023-06-30 | $398k | 5.3k | 74.95 |
| 2023-03-31 | $348k | 5.3k | 65.18 |
| 2022-12-31 | $288k | 5.2k | 55.57 |
| 2022-09-30 | $298k | 5.3k | 55.87 |
| 2022-06-30 | $302k | 5.2k | 58.04 |
| 2022-03-31 | $384k | 5.1k | 74.75 |
| 2021-12-31 | $438k | 2.7k | 163.68 |
| 2021-09-30 | $474k | 3.2k | 148.13 |
| 2021-06-30 | $451k | 3.1k | 146.10 |
| 2021-03-31 | $397k | 3.1k | 129.82 |
| 2020-12-31 | $378k | 2.9k | 128.40 |
| 2020-09-30 | $337k | 2.9k | 115.21 |
| 2020-06-30 | $294k | 2.9k | 101.41 |
| 2020-03-31 | $301k | 3.8k | 80.16 |
| 2019-12-31 | $444k | 4.7k | 94.37 |
| 2019-09-30 | $419k | 4.7k | 88.38 |
| 2019-06-30 | $419k | 5.0k | 83.78 |
| 2019-03-31 | $632k | 7.7k | 81.67 |
| 2018-12-31 | $786k | 11k | 71.20 |
| 2018-09-30 | $831k | 11k | 75.81 |
| 2018-06-30 | $1.0M | 14k | 76.11 |
| 2018-03-31 | $992k | 14k | 72.82 |
| 2017-12-31 | $494k | 6.8k | 73.07 |
Top funds holding Schwab U S Large Cap Growth ETF
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