Schwab U S Large Cap Growth ETF shares owned by Klingman & Associates
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates 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 Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 17k | 31.91 |
| 2025-06-30 | $519k | 18k | 29.21 |
| 2025-03-31 | $449k | 18k | 25.04 |
| 2024-12-31 | $505k | 18k | 27.87 |
| 2024-09-30 | $485k | 4.7k | 104.18 |
| 2024-06-30 | $470k | 4.7k | 100.84 |
| 2024-03-31 | $457k | 4.9k | 92.72 |
| 2023-12-31 | $467k | 5.6k | 82.96 |
| 2023-09-30 | $410k | 5.6k | 72.72 |
| 2023-06-30 | $422k | 5.6k | 74.95 |
| 2023-03-31 | $367k | 5.6k | 65.17 |
| 2022-12-31 | $313k | 5.6k | 55.56 |
| 2022-09-30 | $321k | 5.7k | 55.86 |
| 2022-06-30 | $333k | 5.7k | 57.94 |
| 2022-03-31 | $430k | 5.7k | 74.82 |
| 2021-12-31 | $489k | 3.0k | 163.60 |
| 2021-09-30 | $443k | 3.0k | 148.21 |
| 2021-06-30 | $455k | 3.1k | 145.93 |
| 2021-03-31 | $461k | 3.6k | 129.64 |
| 2020-12-31 | $462k | 3.6k | 128.30 |
| 2020-09-30 | $415k | 3.6k | 115.25 |
| 2020-06-30 | $399k | 3.9k | 101.45 |
| 2020-03-31 | $324k | 4.1k | 79.57 |
| 2019-12-31 | $204k | 2.2k | 92.85 |
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