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Schwab U S Large Cap Growth ETF shares owned by Collective Family Office

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Collective Family Office from 13F filings

Historical chart of Collective Family Office 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 Collective Family Office 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 Collective Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 7.3k 31.91
2025-06-30 $215k 7.3k 29.21
2023-12-31 $240k 2.9k 82.96
2023-09-30 $374k 5.1k 72.72
2023-06-30 $281k 3.7k 74.95
2023-03-31 $243k 3.7k 65.17
2022-12-31 $229k 4.1k 55.56
2022-09-30 $512k 9.2k 55.81
2022-06-30 $365k 6.3k 58.04
2022-03-31 $665k 8.9k 74.82
2021-12-31 $1.5M 9.4k 163.71
2021-09-30 $2.1M 14k 148.08
2021-06-30 $2.7M 19k 145.94
2021-03-31 $3.9M 30k 129.78
2020-12-31 $7.6M 60k 128.41