Schwab U S Large Cap Growth ETF shares owned by Beacon Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial 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 Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 14k | 31.91 |
| 2025-06-30 | $432k | 15k | 29.21 |
| 2025-03-31 | $370k | 15k | 25.04 |
| 2024-12-31 | $402k | 14k | 27.87 |
| 2024-09-30 | $487k | 4.7k | 104.18 |
| 2024-06-30 | $565k | 5.6k | 100.84 |
| 2024-03-31 | $516k | 5.6k | 92.72 |
| 2023-12-31 | $462k | 5.6k | 82.96 |
| 2023-09-30 | $421k | 5.5k | 76.82 |
| 2023-06-30 | $541k | 7.3k | 73.90 |
| 2023-03-31 | $472k | 7.3k | 64.91 |
| 2022-12-31 | $411k | 7.4k | 55.61 |
| 2022-09-30 | $279k | 4.9k | 56.75 |
| 2022-06-30 | $309k | 5.1k | 60.38 |
| 2022-03-31 | $388k | 5.1k | 75.81 |
| 2021-09-30 | $10M | 67k | 148.87 |
| 2021-06-30 | $10M | 67k | 148.71 |
Top funds holding Schwab U S Large Cap Growth ETF
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