Schwab U S Large Cap Growth ETF shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group 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 D L Carlson Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 17k | 31.91 |
| 2025-06-30 | $489k | 17k | 29.21 |
| 2025-03-31 | $370k | 15k | 25.04 |
| 2024-12-31 | $473k | 17k | 27.87 |
| 2024-09-30 | $665k | 6.4k | 104.19 |
| 2024-06-30 | $518k | 5.1k | 100.83 |
| 2024-03-31 | $513k | 5.5k | 92.72 |
| 2023-12-31 | $565k | 6.3k | 89.93 |
| 2023-09-30 | $551k | 7.6k | 72.72 |
| 2023-06-30 | $578k | 7.7k | 74.95 |
| 2023-03-31 | $457k | 7.0k | 65.18 |
| 2022-12-31 | $464k | 8.4k | 55.56 |
| 2022-09-30 | $790k | 14k | 55.79 |
| 2022-06-30 | $939k | 16k | 57.99 |
| 2022-03-31 | $1.4M | 19k | 74.83 |
| 2021-12-31 | $1.7M | 10k | 163.71 |
| 2021-09-30 | $1.6M | 11k | 148.07 |
| 2021-06-30 | $1.5M | 10k | 145.98 |
| 2021-03-31 | $1.4M | 11k | 129.75 |
| 2020-12-31 | $1.7M | 13k | 128.38 |
| 2020-09-30 | $1.4M | 12k | 115.13 |
| 2020-06-30 | $1.1M | 11k | 101.49 |
| 2020-03-31 | $233k | 2.9k | 79.55 |
| 2019-12-31 | $283k | 3.0k | 92.88 |
| 2019-09-30 | $266k | 3.2k | 83.94 |
| 2019-06-30 | $290k | 3.5k | 83.31 |
| 2019-03-31 | $285k | 3.6k | 79.39 |
| 2018-12-31 | $269k | 3.9k | 68.94 |
| 2018-09-30 | $220k | 2.7k | 81.97 |
| 2018-06-30 | $208k | 2.8k | 75.61 |
| 2017-06-30 | $200k | 3.2k | 63.19 |
| 2016-12-31 | $747k | 13k | 55.80 |
| 2016-09-30 | $317k | 5.7k | 55.49 |
More positions owned by D L Carlson Investment Group
View all positions for D L Carlson Investment Group
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF