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Schwab U S Large Cap Growth ETF shares owned by Crescent Grove Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Crescent Grove Advisors from 13F filings

Historical chart of Crescent Grove Advisors 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 Crescent Grove 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $825k 25k 32.62
2025-09-30 $798k 25k 31.91
2025-06-30 $729k 25k 29.21
2025-03-31 $625k 25k 25.04
2024-12-31 $708k 25k 27.87
2024-09-30 $661k 6.3k 104.17
2024-06-30 $639k 6.3k 100.94
2024-03-31 $587k 6.3k 92.72
2023-12-31 $621k 7.5k 82.98