Schwab U S Large Cap Growth ETF shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital 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 Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 62k | 31.91 |
| 2025-06-30 | $1.8M | 63k | 29.21 |
| 2025-03-31 | $1.2M | 50k | 25.04 |
| 2024-12-31 | $1.4M | 49k | 27.87 |
| 2024-09-30 | $1.1M | 11k | 104.18 |
| 2024-06-30 | $790k | 7.8k | 100.84 |
| 2024-03-31 | $733k | 7.9k | 92.72 |
| 2023-12-31 | $764k | 9.2k | 82.96 |
| 2023-09-30 | $475k | 6.5k | 72.72 |
| 2023-06-30 | $395k | 5.3k | 74.95 |
| 2023-03-31 | $311k | 4.8k | 65.17 |
| 2022-12-31 | $309k | 5.6k | 55.56 |
| 2022-09-30 | $323k | 5.8k | 55.81 |
| 2022-06-30 | $331k | 5.7k | 57.94 |
| 2022-03-31 | $774k | 10k | 74.81 |
| 2021-12-31 | $400k | 2.4k | 163.80 |
| 2021-09-30 | $395k | 2.7k | 148.22 |
| 2021-06-30 | $389k | 2.7k | 145.97 |
| 2021-03-31 | $385k | 3.0k | 129.63 |
| 2020-12-31 | $406k | 3.2k | 128.48 |
| 2020-09-30 | $362k | 3.1k | 115.18 |
| 2020-06-30 | $323k | 3.2k | 101.48 |
| 2020-03-31 | $250k | 3.1k | 79.54 |
| 2019-12-31 | $288k | 3.1k | 92.99 |
| 2019-09-30 | $308k | 3.7k | 84.06 |
| 2019-06-30 | $276k | 3.3k | 83.13 |
| 2019-03-31 | $274k | 3.5k | 79.35 |
| 2018-12-31 | $238k | 3.5k | 68.93 |
| 2018-09-30 | $269k | 3.3k | 82.16 |
| 2018-06-30 | $292k | 3.9k | 75.69 |
| 2018-03-31 | $235k | 3.3k | 71.78 |
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