Schwab U S Large Cap Growth ETF shares owned by Herold Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 61k | 31.91 |
| 2025-06-30 | $1.6M | 54k | 29.21 |
| 2025-03-31 | $1.7M | 68k | 25.04 |
| 2024-12-31 | $1.8M | 66k | 27.87 |
| 2024-09-30 | $1.7M | 16k | 104.18 |
| 2024-06-30 | $1.5M | 15k | 100.84 |
| 2024-03-31 | $1.4M | 15k | 92.72 |
| 2023-12-31 | $1.2M | 14k | 82.96 |
| 2023-09-30 | $1.0M | 14k | 72.72 |
| 2023-06-30 | $1.1M | 14k | 74.95 |
| 2023-03-31 | $931k | 14k | 65.17 |
| 2022-12-31 | $1.1M | 19k | 55.56 |
| 2022-09-30 | $1.1M | 19k | 55.81 |
| 2022-06-30 | $1.1M | 20k | 57.97 |
| 2022-03-31 | $1.5M | 20k | 74.82 |
| 2021-12-31 | $1.6M | 9.9k | 163.67 |
| 2021-09-30 | $1.5M | 9.9k | 148.03 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF