Schwab U S Large Cap Growth ETF shares owned by Affiance Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Affiance Financial
from 13F filings
Historical chart of Affiance Financial 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 Affiance Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 16k | 31.91 |
| 2025-06-30 | $435k | 15k | 29.21 |
| 2025-03-31 | $373k | 15k | 25.04 |
| 2024-12-31 | $415k | 15k | 27.87 |
| 2024-09-30 | $386k | 3.7k | 104.18 |
| 2024-06-30 | $374k | 3.7k | 100.84 |
| 2024-03-31 | $367k | 4.0k | 92.72 |
| 2023-12-31 | $328k | 4.0k | 82.96 |
| 2023-09-30 | $288k | 4.0k | 72.72 |
| 2023-06-30 | $322k | 4.3k | 74.95 |
| 2023-03-31 | $284k | 4.4k | 65.17 |
| 2022-12-31 | $1.5M | 28k | 55.56 |
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