Schwab U S Large Cap Growth ETF shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services 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 Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 112k | 33.52 |
| 2025-06-30 | $2.5M | 81k | 30.69 |
| 2025-03-31 | $2.1M | 82k | 25.41 |
| 2024-12-31 | $2.6M | 95k | 27.71 |
| 2024-09-30 | $2.6M | 96k | 26.69 |
| 2024-06-30 | $1.9M | 18k | 104.62 |
| 2024-03-31 | $1.7M | 19k | 92.80 |
More positions owned by Diversify Advisory Services
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