Schwab U S Large Cap Growth ETF shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 244k | 31.91 |
| 2025-06-30 | $6.4M | 220k | 29.21 |
| 2025-03-31 | $6.0M | 241k | 25.04 |
| 2024-12-31 | $6.5M | 232k | 27.87 |
| 2024-09-30 | $5.7M | 54k | 104.18 |
| 2024-06-30 | $4.9M | 48k | 100.84 |
| 2024-03-31 | $3.3M | 36k | 92.72 |
| 2023-12-31 | $2.2M | 27k | 82.96 |
| 2023-09-30 | $613k | 8.4k | 72.72 |
| 2019-03-31 | $203k | 2.6k | 79.55 |
| 2018-12-31 | $233k | 2.8k | 81.90 |
| 2018-09-30 | $233k | 2.8k | 81.90 |
| 2018-06-30 | $333k | 4.4k | 75.89 |
| 2018-03-31 | $496k | 6.9k | 71.67 |
| 2017-12-31 | $279k | 3.9k | 70.70 |
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