Schwab U S Large Cap Growth ETF shares owned by Avalon Trust
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust 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 Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $52k | 1.6k | 32.62 |
| 2025-09-30 | $51k | 1.6k | 31.91 |
| 2025-06-30 | $47k | 1.6k | 29.21 |
| 2025-03-31 | $40k | 1.6k | 25.04 |
| 2024-12-31 | $45k | 1.6k | 27.87 |
| 2024-09-30 | $42k | 400 | 104.18 |
| 2024-06-30 | $40k | 400 | 100.84 |
| 2024-03-31 | $37k | 400 | 92.72 |
| 2023-12-31 | $33k | 400 | 82.96 |
| 2023-09-30 | $29k | 400 | 72.72 |
| 2023-06-30 | $61k | 809 | 74.95 |
Top funds holding Schwab U S Large Cap Growth ETF
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