Schwab U S Large Cap Growth ETF shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $42M | 507k | 82.96 |
| 2023-09-30 | $38M | 518k | 72.72 |
| 2023-06-30 | $40M | 531k | 74.95 |
| 2023-03-31 | $36M | 548k | 65.17 |
| 2022-12-31 | $30M | 541k | 55.56 |
| 2022-09-30 | $29M | 522k | 55.81 |
| 2022-06-30 | $30M | 516k | 57.99 |
| 2022-03-31 | $37M | 488k | 74.82 |
| 2021-12-31 | $39M | 240k | 163.75 |
| 2021-09-30 | $36M | 239k | 148.09 |
| 2021-06-30 | $35M | 239k | 145.96 |
| 2021-03-31 | $33M | 253k | 129.78 |
| 2020-12-31 | $32M | 252k | 128.41 |
| 2020-09-30 | $29M | 254k | 115.17 |
| 2020-06-30 | $26M | 259k | 101.54 |
| 2020-03-31 | $21M | 259k | 79.65 |
| 2019-12-31 | $19M | 205k | 92.91 |
| 2019-09-30 | $16M | 186k | 84.01 |
| 2019-06-30 | $14M | 171k | 83.21 |
| 2019-03-31 | $12M | 153k | 79.43 |
| 2018-12-31 | $8.2M | 120k | 68.93 |
| 2018-09-30 | $6.8M | 83k | 82.02 |
| 2018-06-30 | $5.7M | 75k | 75.78 |
| 2018-03-31 | $4.0M | 55k | 71.72 |
| 2017-12-31 | $3.3M | 47k | 70.72 |
| 2017-09-30 | $3.0M | 45k | 66.07 |
| 2017-06-30 | $2.7M | 42k | 63.20 |
| 2017-03-31 | $2.4M | 39k | 60.47 |
| 2016-12-31 | $2.1M | 38k | 55.83 |
| 2016-09-30 | $2.0M | 35k | 55.14 |
| 2016-06-30 | $1.8M | 34k | 52.69 |
| 2016-03-31 | $1.7M | 32k | 52.80 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF