Schwab U S Large Cap Growth ETF shares owned by Adviser Investments
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments 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 Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 164k | 31.91 |
| 2025-06-30 | $5.6M | 192k | 29.21 |
| 2025-03-31 | $3.6M | 143k | 25.04 |
| 2024-12-31 | $1.8M | 66k | 27.87 |
| 2024-09-30 | $1.2M | 11k | 104.18 |
| 2024-06-30 | $951k | 9.4k | 100.84 |
| 2024-03-31 | $874k | 9.4k | 92.72 |
| 2023-12-31 | $781k | 9.4k | 82.96 |
| 2023-09-30 | $685k | 9.4k | 72.72 |
| 2023-06-30 | $664k | 8.9k | 74.95 |
| 2023-03-31 | $597k | 9.2k | 65.17 |
| 2022-12-31 | $507k | 8.8k | 57.50 |
| 2020-03-31 | $280k | 3.5k | 79.57 |
| 2019-12-31 | $327k | 3.5k | 92.92 |
| 2019-09-30 | $296k | 3.5k | 84.11 |
Top funds holding Schwab U S Large Cap Growth ETF
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