Schwab U S Large Cap Growth ETF shares owned by American Financial & Tax Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by American Financial & Tax Strategies
from 13F filings
Historical chart of American Financial & Tax Strategies 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 American Financial & Tax Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 12k | 31.91 |
| 2025-06-30 | $353k | 12k | 29.21 |
| 2025-03-31 | $303k | 12k | 25.04 |
| 2024-12-31 | $337k | 12k | 27.87 |
| 2024-09-30 | $361k | 3.5k | 104.18 |
| 2024-06-30 | $382k | 3.8k | 100.84 |
| 2024-03-31 | $367k | 4.0k | 92.72 |
| 2023-12-31 | $3.8M | 112k | 33.73 |
More positions owned by American Financial & Tax Strategies
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