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Schwab U S Large Cap Growth ETF shares owned by American Institute for Advanced Investment Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by American Institute for Advanced Investment Management from 13F filings

Historical chart of American Institute for Advanced Investment Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by American Institute for Advanced Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by American Institute for Advanced Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 7.6k 31.91
2025-06-30 $222k 7.6k 29.21
2024-12-31 $212k 7.6k 27.87
2024-06-30 $202k 2.0k 100.84