Schwab U S Large Cap Growth ETF shares owned by KC Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by KC Investment Advisors
from 13F filings
Historical chart of KC Investment 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 KC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $694k | 21k | 32.62 |
| 2025-09-30 | $1.3M | 41k | 32.69 |
| 2025-06-30 | $620k | 21k | 29.21 |
| 2025-03-31 | $1.0M | 40k | 25.04 |
| 2024-12-31 | $577k | 21k | 27.87 |
| 2024-09-30 | $536k | 5.1k | 104.18 |
| 2024-06-30 | $519k | 5.1k | 100.85 |
| 2024-03-31 | $477k | 5.1k | 92.73 |
| 2023-12-31 | $200k | 2.4k | 82.96 |
Top funds holding Schwab U S Large Cap Growth ETF
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