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Schwab U S Large Cap Growth ETF shares owned by Dana Investment Advisors

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

Historical chart of Dana Investment 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 Dana Investment 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 Dana Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 131k 31.91
2025-06-30 $3.9M 132k 29.21
2025-03-31 $3.3M 132k 25.04
2024-12-31 $3.7M 132k 27.87
2024-09-30 $3.4M 32k 104.18
2024-06-30 $3.3M 33k 100.84
2024-03-31 $3.0M 33k 92.72
2023-12-31 $3.1M 37k 82.96
2023-09-30 $3.7M 51k 72.72
2023-06-30 $3.9M 52k 74.95