Schwab U S Large Cap Growth ETF shares owned by Grimes & Company
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company 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 Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 11k | 31.91 |
| 2025-06-30 | $777k | 27k | 29.21 |
| 2025-03-31 | $619k | 25k | 25.04 |
| 2024-12-31 | $692k | 25k | 27.87 |
| 2024-06-30 | $260k | 2.6k | 100.83 |
| 2024-03-31 | $244k | 2.6k | 92.72 |
| 2023-12-31 | $213k | 2.6k | 82.95 |
| 2022-09-30 | $326k | 5.8k | 55.89 |
| 2021-12-31 | $225k | 1.4k | 163.87 |
| 2021-09-30 | $226k | 1.5k | 147.91 |
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