Schwab U S Large Cap Growth ETF shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory 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 GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 11k | 31.91 |
| 2025-06-30 | $318k | 11k | 29.21 |
| 2025-03-31 | $273k | 11k | 25.04 |
| 2024-12-31 | $304k | 11k | 27.87 |
| 2024-09-30 | $284k | 2.7k | 104.18 |
| 2024-06-30 | $275k | 2.7k | 100.84 |
| 2024-03-31 | $253k | 2.7k | 92.72 |
| 2023-06-30 | $0 | 0 | 0.00 |
| 2023-03-31 | $0 | 0 | 0.00 |
Top funds holding Schwab U S Large Cap Growth ETF
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