Schwab U S Large Cap Growth ETF shares owned by James J. Burns & Company
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company 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 J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 612k | 31.91 |
| 2025-06-30 | $18M | 626k | 29.21 |
| 2025-03-31 | $16M | 640k | 25.04 |
| 2024-12-31 | $18M | 654k | 27.87 |
| 2024-09-30 | $18M | 168k | 104.18 |
| 2024-06-30 | $17M | 172k | 100.84 |
| 2024-03-31 | $12M | 127k | 91.98 |
| 2023-09-30 | $13M | 183k | 72.72 |
| 2023-06-30 | $14M | 186k | 74.95 |
| 2023-03-31 | $13M | 192k | 65.16 |
| 2022-12-31 | $7.8M | 140k | 55.56 |
| 2022-09-30 | $7.9M | 142k | 55.81 |
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