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Schwab U S Large Cap Growth ETF shares owned by B.O.S.S. Retirement Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by B.O.S.S. Retirement Advisors from 13F filings

Historical chart of B.O.S.S. Retirement Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $877k 28k 31.91
2025-06-30 $382k 13k 29.21
2025-03-31 $391k 16k 25.04
2024-12-31 $808k 29k 27.87
2023-12-31 $420k 5.1k 82.96