Schwab U S Large Cap Growth ETF shares owned by AllGen Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by AllGen Financial Advisors
from 13F filings
Historical chart of AllGen 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 AllGen Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 108k | 31.91 |
| 2025-06-30 | $3.8M | 130k | 29.21 |
| 2025-03-31 | $13M | 499k | 25.04 |
| 2024-12-31 | $12M | 432k | 27.87 |
| 2024-09-30 | $12M | 117k | 104.18 |
| 2024-06-30 | $14M | 139k | 100.84 |
| 2024-03-31 | $13M | 141k | 92.72 |
| 2023-12-31 | $13M | 153k | 82.96 |
| 2023-09-30 | $4.0M | 55k | 72.72 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF