Schwab U S Large Cap Growth ETF shares owned by Athena Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Athena Investment Management
from 13F filings
Historical chart of Athena Investment Management 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 Athena Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 128k | 31.91 |
| 2025-06-30 | $3.7M | 128k | 29.21 |
| 2025-03-31 | $3.2M | 128k | 25.04 |
| 2024-12-31 | $3.5M | 126k | 27.87 |
| 2024-09-30 | $3.3M | 31k | 104.18 |
| 2024-06-30 | $3.1M | 31k | 100.84 |
| 2024-03-31 | $2.9M | 31k | 92.72 |
| 2023-09-30 | $2.3M | 31k | 72.72 |
| 2023-06-30 | $2.3M | 30k | 74.95 |
| 2023-03-31 | $1.9M | 29k | 65.17 |
| 2022-12-31 | $1.6M | 29k | 55.56 |
| 2022-09-30 | $1.6M | 28k | 55.80 |
| 2022-06-30 | $1.6M | 27k | 57.99 |
| 2022-03-31 | $1.2M | 17k | 74.55 |
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