Schwab U S Large Cap Growth ETF shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors 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 Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 6.7k | 31.91 |
| 2025-06-30 | $197k | 6.7k | 29.21 |
| 2025-03-31 | $195k | 7.8k | 25.04 |
| 2024-12-31 | $217k | 7.8k | 27.87 |
| 2024-09-30 | $200k | 1.9k | 104.18 |
Top funds holding Schwab U S Large Cap Growth ETF
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