Schwab U S Large Cap Growth ETF shares owned by JBR Co Financial Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by JBR Co Financial Management
from 13F filings
Historical chart of JBR Co Financial Management 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 JBR Co Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 55k | 31.91 |
| 2025-06-30 | $1.4M | 48k | 29.21 |
| 2025-03-31 | $1.5M | 58k | 25.04 |
| 2024-12-31 | $1.6M | 58k | 27.87 |
| 2024-09-30 | $1.2M | 12k | 104.18 |
| 2024-06-30 | $1.2M | 12k | 100.84 |
| 2024-03-31 | $1.1M | 12k | 92.72 |
| 2023-12-31 | $1.1M | 14k | 82.96 |
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