Schwab U S Large Cap Growth ETF shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services 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 Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 7.6k | 31.91 |
| 2025-06-30 | $209k | 7.2k | 28.92 |
| 2022-09-30 | $30k | 540 | 55.56 |
| 2022-06-30 | $2.0k | 36 | 55.56 |
| 2022-03-31 | $15k | 196 | 76.53 |
| 2021-12-31 | $15k | 92 | 163.04 |
| 2021-09-30 | $13k | 89 | 146.07 |
| 2021-06-30 | $19k | 128 | 148.44 |
| 2021-03-31 | $18k | 141 | 127.66 |
| 2020-12-31 | $6.0k | 46 | 130.43 |
| 2020-09-30 | $5.0k | 46 | 108.70 |
| 2020-06-30 | $5.0k | 46 | 108.70 |
| 2020-03-31 | $4.0k | 46 | 86.96 |
| 2019-12-31 | $37k | 368 | 100.54 |
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