Schwab U S Large Cap Growth ETF shares owned by HPM Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners 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 HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $97M | 3.0M | 31.91 |
| 2025-06-30 | $91M | 3.1M | 29.21 |
| 2025-03-31 | $76M | 3.0M | 25.04 |
| 2024-12-31 | $81M | 2.9M | 27.87 |
| 2024-09-30 | $83M | 796k | 104.18 |
| 2024-06-30 | $80M | 793k | 100.84 |
| 2024-03-31 | $74M | 794k | 92.59 |
| 2023-12-31 | $67M | 802k | 82.96 |
| 2023-09-30 | $36M | 495k | 72.72 |
| 2023-06-30 | $33M | 442k | 74.95 |
| 2023-03-31 | $29M | 438k | 65.16 |
| 2022-12-31 | $24M | 433k | 55.56 |
| 2022-09-30 | $1.7M | 31k | 55.82 |
| 2022-06-30 | $1.9M | 32k | 57.95 |
| 2022-03-31 | $2.3M | 30k | 74.83 |
| 2021-12-31 | $2.7M | 16k | 163.73 |
| 2021-09-30 | $797k | 5.4k | 148.09 |
| 2021-06-30 | $871k | 6.0k | 145.95 |
| 2021-03-31 | $787k | 6.1k | 129.74 |
| 2020-12-31 | $828k | 6.4k | 128.49 |
| 2020-09-30 | $568k | 4.9k | 115.19 |
| 2020-06-30 | $477k | 4.7k | 101.58 |
| 2020-03-31 | $640k | 8.0k | 79.65 |
| 2019-12-31 | $882k | 9.5k | 92.92 |
| 2019-09-30 | $534k | 6.4k | 84.02 |
| 2019-06-30 | $653k | 7.8k | 83.24 |
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