Schwab U S Large Cap Growth ETF shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM 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 KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 38k | 31.91 |
| 2025-06-30 | $1.1M | 38k | 29.21 |
| 2025-03-31 | $784k | 31k | 25.04 |
| 2024-12-31 | $928k | 33k | 27.87 |
| 2024-09-30 | $867k | 8.3k | 104.19 |
| 2024-06-30 | $802k | 8.0k | 100.85 |
| 2024-03-31 | $738k | 8.0k | 92.73 |
| 2023-09-30 | $621k | 8.5k | 72.72 |
| 2023-06-30 | $640k | 8.5k | 74.95 |
| 2023-03-31 | $556k | 8.5k | 65.17 |
| 2022-12-31 | $431k | 7.8k | 55.57 |
| 2022-09-30 | $446k | 8.0k | 55.78 |
| 2022-06-30 | $626k | 11k | 57.99 |
| 2022-03-31 | $808k | 11k | 74.85 |
| 2021-12-31 | $736k | 4.5k | 163.85 |
| 2021-09-30 | $676k | 4.6k | 148.02 |
| 2021-06-30 | $623k | 4.3k | 145.87 |
| 2021-03-31 | $389k | 3.0k | 129.84 |
| 2020-12-31 | $417k | 3.2k | 128.47 |
| 2020-09-30 | $374k | 3.2k | 115.22 |
| 2020-06-30 | $299k | 2.9k | 101.63 |
| 2020-03-31 | $228k | 2.9k | 79.66 |
| 2019-12-31 | $311k | 3.3k | 93.03 |
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