Schwab U S Large Cap Growth ETF shares owned by Gradient Investments
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments 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 Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 11k | 31.91 |
| 2025-06-30 | $377k | 13k | 29.21 |
| 2025-03-31 | $206k | 8.2k | 25.04 |
| 2024-12-31 | $230k | 8.2k | 27.87 |
| 2024-09-30 | $225k | 2.2k | 104.18 |
| 2024-06-30 | $219k | 2.2k | 100.84 |
| 2024-03-31 | $243k | 2.6k | 92.72 |
| 2023-12-31 | $174k | 2.1k | 82.96 |
| 2023-09-30 | $177k | 2.4k | 72.72 |
| 2023-06-30 | $111k | 1.5k | 74.95 |
| 2023-03-31 | $96k | 1.5k | 65.17 |
| 2022-12-31 | $82k | 1.5k | 55.56 |
| 2022-09-30 | $82k | 1.5k | 55.56 |
| 2022-06-30 | $86k | 1.5k | 58.27 |
| 2022-03-31 | $110k | 1.5k | 74.53 |
| 2021-12-31 | $121k | 738 | 163.96 |
| 2021-09-30 | $109k | 738 | 147.70 |
| 2021-06-30 | $108k | 738 | 146.34 |
| 2021-03-31 | $96k | 738 | 130.08 |
| 2020-12-31 | $85k | 738 | 115.18 |
| 2020-09-30 | $85k | 738 | 115.18 |
| 2020-06-30 | $75k | 738 | 101.63 |
| 2020-03-31 | $59k | 738 | 79.95 |
| 2019-12-31 | $3.0k | 37 | 81.08 |
| 2019-09-30 | $3.0k | 37 | 81.08 |
| 2019-06-30 | $3.0k | 37 | 81.08 |
| 2019-03-31 | $6.0k | 78 | 76.92 |
| 2018-12-31 | $24k | 345 | 69.57 |
| 2016-03-31 | $0 | 8 | 0.00 |
| 2015-12-31 | $0 | 8 | 0.00 |
| 2015-09-30 | $0 | 8 | 0.00 |
| 2015-06-30 | $0 | 8 | 0.00 |
| 2015-03-31 | $0 | 8 | 0.00 |
| 2014-09-30 | $0 | 8 | 0.00 |
| 2014-06-30 | $0 | 8 | 0.00 |
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