Schwab U S Large Cap Growth ETF shares owned by Essex
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Essex
from 13F filings
Historical chart of Essex 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 Essex
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 29k | 31.91 |
| 2025-06-30 | $908k | 31k | 29.21 |
| 2025-03-31 | $815k | 33k | 25.04 |
| 2024-12-31 | $914k | 33k | 27.87 |
| 2024-09-30 | $870k | 8.3k | 104.18 |
| 2024-06-30 | $872k | 8.6k | 100.84 |
| 2024-03-31 | $803k | 8.7k | 92.72 |
| 2023-12-31 | $754k | 9.1k | 82.96 |
| 2023-09-30 | $689k | 9.5k | 72.72 |
| 2023-06-30 | $717k | 9.6k | 74.95 |
| 2023-03-31 | $675k | 12k | 55.56 |
| 2022-12-31 | $675k | 12k | 55.56 |
| 2022-09-30 | $694k | 12k | 55.78 |
| 2022-06-30 | $722k | 13k | 57.97 |
| 2022-03-31 | $942k | 13k | 74.79 |
| 2021-12-31 | $1.0M | 6.4k | 163.75 |
| 2021-09-30 | $921k | 6.2k | 148.12 |
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