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Schwab U S Large Cap Growth ETF shares owned by Financial Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Financial Advisors from 13F filings

Historical chart of Financial Advisors 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 Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $86M 828k 104.18
2024-06-30 $86M 848k 100.84
2024-03-31 $81M 871k 92.72
2023-12-31 $75M 904k 82.96
2023-09-30 $67M 922k 72.72
2023-06-30 $71M 950k 74.95
2023-03-31 $62M 947k 65.17
2022-12-31 $50M 899k 55.56
2022-09-30 $33M 596k 54.93
2022-06-30 $31M 526k 57.99
2022-03-31 $35M 466k 74.82
2021-12-31 $35M 212k 163.75
2021-09-30 $27M 179k 148.09
2021-06-30 $21M 146k 145.96
2021-03-31 $12M 93k 129.78
2020-12-31 $6.0M 46k 128.41
2020-09-30 $841k 7.3k 115.22
2020-06-30 $727k 7.2k 101.61
2020-03-31 $733k 9.2k 79.68
2019-12-31 $824k 8.9k 92.92
2019-09-30 $728k 8.7k 84.06
2019-06-30 $711k 8.5k 83.22
2019-03-31 $675k 8.5k 79.44
2018-12-31 $559k 8.1k 68.88