David Vaughan Investments »

Schwab U S Large Cap Growth ETF shares owned by David Vaughan Investments

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by David Vaughan Investments from 13F filings

Historical chart of David Vaughan Investments 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 David Vaughan Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by David Vaughan Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 9.7k 31.88
2025-06-30 $283k 9.7k 29.22
2025-03-31 $242k 9.7k 25.03
2021-03-31 $213k 1.6k 129.64
2020-12-31 $345k 2.7k 128.30
2020-09-30 $292k 2.5k 115.01
2020-06-30 $268k 2.6k 101.55
2020-03-31 $217k 2.7k 79.75
2019-12-31 $245k 2.6k 92.84
2019-09-30 $222k 2.6k 84.12
2019-06-30 $228k 2.7k 83.24
2019-03-31 $218k 2.7k 79.59
2018-12-31 $299k 4.3k 68.91
2018-09-30 $307k 3.7k 82.11
2018-06-30 $283k 3.7k 75.69
2018-03-31 $290k 4.0k 71.80
2017-12-31 $286k 4.0k 70.81
2017-09-30 $22M 449k 49.14
2017-06-30 $339k 5.4k 63.15
2017-03-31 $325k 5.4k 60.54
2016-12-31 $308k 5.5k 55.83
2016-09-30 $287k 5.2k 55.42
2016-06-30 $400k 7.6k 52.53
2016-03-31 $449k 8.6k 52.46
2015-12-31 $463k 8.8k 52.86
2015-09-30 $533k 11k 50.00
2015-06-30 $585k 11k 53.63
2015-03-31 $227k 4.2k 53.82
2014-12-31 $380k 7.3k 51.85