Schwab U S Large Cap Growth ETF shares owned by Columbia Advisory Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Columbia Advisory Partners
from 13F filings
Historical chart of Columbia Advisory Partners 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 Columbia Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Columbia Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $601k | 19k | 31.91 |
| 2025-06-30 | $889k | 30k | 29.21 |
| 2025-03-31 | $1.5M | 60k | 25.04 |
| 2024-12-31 | $1.2M | 42k | 27.87 |
| 2024-09-30 | $4.4M | 42k | 104.18 |
| 2024-06-30 | $4.7M | 47k | 100.84 |
| 2024-03-31 | $4.1M | 44k | 92.72 |
| 2023-12-31 | $3.5M | 42k | 82.96 |
| 2023-09-30 | $2.8M | 39k | 72.72 |
| 2021-12-31 | $249k | 1.5k | 163.49 |
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