Schwab U S Large Cap Growth ETF shares owned by Goldstein Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein 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 Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $869k | 27k | 31.91 |
| 2025-06-30 | $795k | 27k | 29.21 |
| 2025-03-31 | $686k | 27k | 25.04 |
| 2024-12-31 | $751k | 27k | 27.87 |
| 2024-09-30 | $725k | 7.0k | 104.18 |
| 2024-06-30 | $711k | 7.1k | 100.84 |
| 2024-03-31 | $645k | 7.0k | 92.72 |
| 2023-12-31 | $574k | 6.9k | 82.96 |
| 2023-09-30 | $503k | 6.9k | 72.72 |
| 2023-06-30 | $519k | 6.9k | 74.95 |
| 2023-03-31 | $451k | 6.9k | 65.17 |
| 2022-12-31 | $385k | 6.9k | 55.62 |
Top funds holding Schwab U S Large Cap Growth ETF
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