Schwab U S Large Cap Growth ETF shares owned by Diversified Investment Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Diversified Investment Strategies
from 13F filings
Historical chart of Diversified Investment Strategies 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 Diversified Investment Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 11k | 31.91 |
| 2025-06-30 | $338k | 12k | 29.21 |
| 2025-03-31 | $326k | 13k | 25.04 |
| 2024-12-31 | $410k | 15k | 27.87 |
| 2024-09-30 | $389k | 3.7k | 104.18 |
| 2024-06-30 | $382k | 3.8k | 100.84 |
| 2024-03-31 | $330k | 3.6k | 92.72 |
| 2023-12-31 | $313k | 3.8k | 82.96 |
| 2023-09-30 | $289k | 4.0k | 72.72 |
| 2023-06-30 | $298k | 4.0k | 74.95 |
| 2023-03-31 | $272k | 4.2k | 65.17 |
More positions owned by Diversified Investment Strategies
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