Schwab U S Large Cap Growth ETF shares owned by James Investment Research
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research 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 James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 73k | 31.91 |
| 2025-06-30 | $1.9M | 64k | 29.21 |
| 2025-03-31 | $1.5M | 59k | 25.04 |
| 2024-12-31 | $1.4M | 49k | 27.87 |
| 2024-09-30 | $1.0M | 9.9k | 104.18 |
| 2024-06-30 | $990k | 9.8k | 100.84 |
| 2024-03-31 | $817k | 8.8k | 92.72 |
| 2023-12-31 | $674k | 8.1k | 82.96 |
| 2023-09-30 | $509k | 7.0k | 72.72 |
| 2023-06-30 | $348k | 4.6k | 74.95 |
| 2023-03-31 | $407k | 6.2k | 65.23 |
| 2022-12-31 | $241k | 4.3k | 55.62 |
| 2022-09-30 | $246k | 4.4k | 55.91 |
| 2022-06-30 | $139k | 2.4k | 57.82 |
| 2022-03-31 | $20k | 271 | 73.80 |
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