Schwab U S Large Cap Growth ETF shares owned by BEAM Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by BEAM Asset Management
from 13F filings
Historical chart of BEAM Asset 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 BEAM Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 33k | 31.91 |
| 2025-06-30 | $1.0M | 34k | 29.21 |
| 2025-03-31 | $735k | 29k | 25.04 |
| 2024-12-31 | $738k | 27k | 27.87 |
| 2024-03-31 | $542k | 5.8k | 92.73 |
| 2023-12-31 | $484k | 5.8k | 82.96 |
| 2023-09-30 | $392k | 5.4k | 72.71 |
| 2023-06-30 | $375k | 5.0k | 74.94 |
| 2023-03-31 | $316k | 4.8k | 65.17 |
| 2022-12-31 | $220k | 4.0k | 55.56 |
| 2022-03-31 | $261k | 3.5k | 74.72 |
| 2021-12-31 | $285k | 1.7k | 163.70 |
| 2021-09-30 | $209k | 1.4k | 148.23 |
| 2021-06-30 | $213k | 1.5k | 145.69 |
Top funds holding Schwab U S Large Cap Growth ETF
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