Schwab U S Large Cap Growth ETF shares owned by Colton Groome Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Colton Groome Financial Advisors
from 13F filings
Historical chart of Colton Groome Financial 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 Colton Groome Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 20k | 31.91 |
| 2025-06-30 | $630k | 22k | 29.21 |
| 2024-12-31 | $784k | 28k | 27.87 |
| 2024-09-30 | $760k | 7.3k | 104.18 |
| 2024-06-30 | $828k | 8.2k | 100.84 |
| 2024-03-31 | $788k | 8.5k | 92.72 |
| 2023-12-31 | $829k | 10k | 82.96 |
| 2023-09-30 | $783k | 11k | 72.72 |
| 2023-06-30 | $895k | 12k | 74.95 |
| 2023-03-31 | $893k | 14k | 65.17 |
| 2022-12-31 | $3.4M | 62k | 55.56 |
| 2022-09-30 | $3.1M | 56k | 55.80 |
| 2022-06-30 | $4.6M | 80k | 57.99 |
| 2022-03-31 | $7.6M | 102k | 74.82 |
| 2021-12-31 | $11M | 64k | 163.75 |
| 2021-09-30 | $10M | 70k | 148.10 |
| 2021-06-30 | $8.0M | 55k | 145.95 |
| 2021-03-31 | $6.2M | 48k | 129.79 |
| 2020-12-31 | $9.4M | 73k | 128.41 |
| 2020-09-30 | $14M | 120k | 115.17 |
| 2020-06-30 | $11M | 108k | 101.54 |
| 2020-03-31 | $5.1M | 65k | 79.64 |
| 2019-12-31 | $7.5M | 81k | 92.90 |
| 2019-09-30 | $7.2M | 82k | 87.77 |
| 2019-06-30 | $16M | 197k | 83.21 |
More positions owned by Colton Groome Financial Advisors
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