Schwab U S Large Cap Growth ETF shares owned by Ehrlich Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Ehrlich Financial Group
from 13F filings
Historical chart of Ehrlich Financial Group 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 Ehrlich Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Ehrlich Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 16k | 31.91 |
| 2025-06-30 | $475k | 16k | 29.21 |
| 2025-03-31 | $398k | 16k | 25.04 |
| 2024-12-31 | $453k | 16k | 27.87 |
| 2024-09-30 | $317k | 3.0k | 104.18 |
| 2024-06-30 | $306k | 3.0k | 100.84 |
| 2024-03-31 | $242k | 2.6k | 92.72 |
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