Schwab U S Large Cap Growth ETF shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors 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 JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93k | 2.9k | 31.91 |
| 2025-06-30 | $109k | 3.7k | 29.21 |
| 2025-03-31 | $93k | 3.7k | 25.04 |
| 2024-12-31 | $113k | 4.1k | 27.87 |
| 2024-09-30 | $106k | 1.0k | 104.13 |
| 2024-06-30 | $83k | 818 | 100.83 |
| 2024-03-31 | $66k | 711 | 92.71 |
| 2023-12-31 | $51k | 609 | 82.98 |
| 2023-09-30 | $51k | 707 | 72.77 |
| 2023-06-30 | $44k | 582 | 74.93 |
| 2023-03-31 | $32k | 490 | 65.21 |
| 2022-12-31 | $16k | 296 | 55.56 |
| 2022-09-30 | $17k | 296 | 57.43 |
| 2022-06-30 | $17k | 296 | 57.43 |
| 2022-03-31 | $22k | 296 | 74.32 |
| 2021-12-31 | $27k | 162 | 166.67 |
| 2018-09-30 | $54k | 655 | 82.44 |
| 2016-09-30 | $549k | 9.9k | 55.51 |
Top funds holding Schwab U S Large Cap Growth ETF
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