Schwab U S Large Cap Growth ETF shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Capital Performance 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 Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 11k | 31.91 |
| 2025-06-30 | $315k | 11k | 29.21 |
| 2025-03-31 | $274k | 11k | 25.04 |
| 2024-12-31 | $294k | 11k | 27.87 |
| 2024-09-30 | $275k | 2.6k | 104.18 |
| 2024-06-30 | $266k | 2.6k | 100.84 |
| 2023-12-31 | $219k | 2.6k | 82.96 |
More positions owned by Capital Performance Advisors
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Top funds holding Schwab U S Large Cap Growth ETF
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