Schwab U S Large Cap Growth ETF shares owned by Bogart Wealth
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth 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 Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 564k | 31.91 |
| 2025-06-30 | $18M | 618k | 29.21 |
| 2025-03-31 | $15M | 606k | 25.04 |
| 2024-12-31 | $14M | 492k | 27.87 |
| 2024-09-30 | $13M | 123k | 104.18 |
| 2024-06-30 | $13M | 125k | 100.84 |
| 2024-03-31 | $12M | 125k | 92.72 |
| 2023-12-31 | $11M | 126k | 82.96 |
| 2023-09-30 | $8.9M | 123k | 72.72 |
| 2023-06-30 | $9.2M | 122k | 74.95 |
| 2023-03-31 | $7.8M | 120k | 65.17 |
| 2022-12-31 | $4.6M | 83k | 55.56 |
| 2022-09-30 | $3.4M | 62k | 55.81 |
| 2022-06-30 | $3.4M | 58k | 58.00 |
| 2022-03-31 | $4.1M | 54k | 74.82 |
| 2021-12-31 | $3.7M | 22k | 163.76 |
| 2021-09-30 | $3.2M | 22k | 148.07 |
| 2021-06-30 | $2.6M | 18k | 145.95 |
| 2021-03-31 | $2.1M | 16k | 129.77 |
| 2020-12-31 | $1.8M | 14k | 128.36 |
| 2020-09-30 | $1.1M | 9.2k | 115.14 |
| 2020-06-30 | $800k | 7.9k | 101.52 |
| 2020-03-31 | $553k | 6.9k | 79.59 |
| 2018-06-30 | $63k | 835 | 75.45 |
| 2018-03-31 | $60k | 835 | 71.86 |
| 2017-12-31 | $59k | 835 | 70.66 |
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