Schwab U S Large Cap Growth ETF shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe 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 Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58M | 1.8M | 31.91 |
| 2025-06-30 | $50M | 1.7M | 29.21 |
| 2025-03-31 | $29M | 1.1M | 25.04 |
| 2024-12-31 | $694k | 6.8k | 101.64 |
| 2024-09-30 | $729k | 7.0k | 104.18 |
| 2024-06-30 | $474k | 4.7k | 100.86 |
| 2024-03-31 | $432k | 4.7k | 92.74 |
| 2023-09-30 | $355k | 4.9k | 72.72 |
| 2023-06-30 | $386k | 5.2k | 74.95 |
| 2023-03-31 | $995k | 15k | 65.17 |
| 2022-12-31 | $1.3M | 24k | 55.56 |
| 2022-09-30 | $1.6M | 29k | 55.80 |
| 2022-06-30 | $6.6M | 114k | 57.99 |
| 2022-03-31 | $1.9M | 25k | 74.81 |
| 2021-12-31 | $1.6M | 9.6k | 163.78 |
| 2021-09-30 | $1.3M | 8.9k | 148.08 |
| 2021-06-30 | $1.1M | 7.7k | 145.94 |
| 2021-03-31 | $722k | 5.6k | 129.72 |
| 2020-12-31 | $617k | 4.8k | 128.35 |
| 2020-09-30 | $1.0M | 13k | 79.68 |
| 2020-06-30 | $1.3M | 13k | 101.53 |
| 2020-03-31 | $1.0M | 13k | 79.68 |
| 2019-12-31 | $341k | 3.7k | 93.07 |
| 2019-09-30 | $307k | 3.7k | 83.93 |
| 2018-09-30 | $401k | 4.9k | 81.99 |
More positions owned by Belpointe Asset Management
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