Schwab U S Large Cap Growth ETF shares owned by Joseph Group Capital Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Joseph Group Capital Management
from 13F filings
Historical chart of Joseph Group Capital 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 Joseph Group Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 127k | 31.91 |
| 2025-06-30 | $3.4M | 117k | 29.21 |
| 2025-03-31 | $2.9M | 116k | 25.04 |
| 2024-12-31 | $3.1M | 111k | 27.87 |
| 2024-09-30 | $3.0M | 28k | 104.18 |
| 2024-06-30 | $2.9M | 28k | 100.84 |
| 2024-03-31 | $2.7M | 29k | 92.72 |
| 2023-09-30 | $2.4M | 32k | 72.72 |
| 2023-06-30 | $2.4M | 32k | 74.95 |
| 2023-03-31 | $2.1M | 32k | 65.17 |
| 2022-12-31 | $1.5M | 27k | 55.55 |
| 2022-09-30 | $1.4M | 25k | 55.80 |
| 2022-06-30 | $1.4M | 24k | 57.97 |
| 2022-03-31 | $1.5M | 20k | 74.81 |
| 2021-12-31 | $1.4M | 8.5k | 163.74 |
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