Schwab U S Large Cap Growth ETF shares owned by Investment Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group 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 Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 7.5k | 31.91 |
| 2025-06-30 | $216k | 7.4k | 29.21 |
| 2025-03-31 | $210k | 8.4k | 25.04 |
| 2024-12-31 | $233k | 8.4k | 27.87 |
| 2024-09-30 | $218k | 2.1k | 104.19 |
| 2024-06-30 | $209k | 2.1k | 100.84 |
| 2024-03-31 | $220k | 2.4k | 92.72 |
| 2023-12-31 | $219k | 2.6k | 82.96 |
Top funds holding Schwab U S Large Cap Growth ETF
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