Schwab U S Large Cap Growth ETF shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett Investment Advisors 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 Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 40k | 31.91 |
| 2025-06-30 | $915k | 31k | 29.21 |
| 2025-03-31 | $727k | 29k | 25.04 |
| 2024-12-31 | $777k | 28k | 27.87 |
| 2024-09-30 | $784k | 7.5k | 104.18 |
| 2024-06-30 | $765k | 7.6k | 100.84 |
| 2024-03-31 | $681k | 7.3k | 92.72 |
| 2023-12-31 | $543k | 6.5k | 82.96 |
| 2023-09-30 | $681k | 9.4k | 72.72 |
| 2023-06-30 | $346k | 4.6k | 74.95 |
| 2023-03-31 | $295k | 4.5k | 65.17 |
| 2022-12-31 | $266k | 4.8k | 55.56 |
| 2022-09-30 | $2.1M | 37k | 55.82 |
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