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Schwab U S Large Cap Growth ETF shares owned by Annandale Capital

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Annandale Capital from 13F filings

Historical chart of Annandale Capital 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 Annandale Capital 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 Annandale Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6k 18k 0.32
2025-06-30 $510k 18k 29.19
2025-03-31 $437k 18k 25.03
2024-12-31 $486k 17k 27.87
2024-09-30 $454k 4.4k 104.27
2024-06-30 $438k 4.3k 100.81

More positions owned by Annandale Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Ishares Tr Us Treas Bd Etf (GOVT)
Global X Fds Glb X Mlp Enrg I (MLPX)
Uber Technologies (UBER)
Netflix (NFLX)
Ishares Tr Russell 2000 Etf (IWM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Annandale Capital

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF