Schwab U S Large Cap Growth ETF shares owned by Highland Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Highland Financial Advisors
from 13F filings
Historical chart of Highland Financial 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 Highland Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 86k | 31.91 |
| 2025-06-30 | $2.5M | 86k | 29.21 |
| 2025-03-31 | $3.4M | 135k | 25.04 |
| 2024-12-31 | $3.5M | 127k | 27.87 |
| 2024-09-30 | $3.3M | 32k | 104.17 |
| 2024-06-30 | $3.2M | 32k | 100.84 |
| 2024-03-31 | $2.9M | 32k | 92.73 |
| 2023-12-31 | $2.6M | 32k | 82.95 |
| 2023-09-30 | $1.6M | 21k | 72.71 |
| 2023-06-30 | $1.6M | 21k | 74.96 |
| 2023-03-31 | $1.4M | 21k | 65.15 |
| 2022-09-30 | $1.3M | 23k | 55.79 |
| 2022-06-30 | $440k | 7.6k | 58.03 |
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