Schwab U S Large Cap Growth ETF shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole 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 J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 424k | 31.91 |
| 2025-06-30 | $11M | 368k | 29.21 |
| 2025-03-31 | $7.9M | 315k | 25.04 |
| 2024-12-31 | $9.6M | 344k | 27.87 |
| 2024-09-30 | $7.9M | 76k | 104.18 |
| 2024-06-30 | $6.4M | 63k | 100.84 |
| 2024-03-31 | $5.9M | 64k | 92.72 |
| 2023-12-31 | $5.2M | 63k | 82.96 |
| 2023-09-30 | $4.5M | 63k | 72.72 |
| 2023-06-30 | $4.4M | 59k | 74.95 |
| 2023-03-31 | $3.8M | 58k | 65.17 |
| 2022-12-31 | $3.1M | 55k | 55.56 |
| 2022-09-30 | $2.8M | 50k | 55.81 |
| 2022-06-30 | $2.8M | 48k | 57.99 |
| 2022-03-31 | $3.7M | 49k | 74.82 |
| 2021-12-31 | $3.9M | 24k | 163.74 |
| 2021-06-30 | $3.3M | 22k | 145.95 |
| 2021-03-31 | $2.9M | 23k | 129.80 |
| 2020-12-31 | $2.7M | 21k | 128.40 |
| 2020-09-30 | $321k | 2.8k | 115.01 |
| 2020-06-30 | $2.4M | 24k | 101.54 |
| 2020-03-31 | $720k | 9.0k | 79.65 |
| 2019-12-31 | $1.5M | 16k | 92.92 |
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