Schwab U S Large Cap Growth ETF shares owned by Investment Research & Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Investment Research & Advisory Group
from 13F filings
Historical chart of Investment Research & Advisory Group 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 Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 613 | 31.93 |
| 2025-06-30 | $18k | 611 | 29.25 |
| 2025-03-31 | $15k | 608 | 25.05 |
| 2023-06-30 | $25k | 330 | 74.95 |
| 2021-12-31 | $24k | 146 | 164.38 |
| 2021-09-30 | $22k | 146 | 150.68 |
| 2021-06-30 | $21k | 146 | 143.84 |
| 2021-03-31 | $19k | 146 | 130.14 |
| 2020-12-31 | $19k | 146 | 130.14 |
| 2020-09-30 | $17k | 146 | 116.44 |
| 2020-06-30 | $15k | 146 | 102.74 |
| 2020-03-31 | $12k | 146 | 82.19 |
| 2019-12-31 | $14k | 146 | 95.89 |
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