Schwab U S Large Cap Growth ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory 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 Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 39k | 31.91 |
| 2025-06-30 | $1.2M | 43k | 29.21 |
| 2025-03-31 | $1.2M | 50k | 25.04 |
| 2024-12-31 | $472k | 17k | 27.87 |
| 2024-09-30 | $305k | 2.9k | 104.17 |
| 2024-06-30 | $214k | 2.1k | 100.84 |
| 2022-06-30 | $1.1M | 19k | 57.99 |
| 2022-03-31 | $1.3M | 17k | 74.81 |
| 2021-12-31 | $1.3M | 7.8k | 163.75 |
| 2021-09-30 | $1.1M | 7.6k | 148.14 |
| 2021-06-30 | $1.1M | 7.6k | 146.03 |
| 2021-03-31 | $983k | 7.6k | 129.79 |
| 2020-12-31 | $972k | 7.6k | 128.33 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF