Schwab U S Large Cap Growth ETF shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $182M | 5.7M | 31.91 |
| 2025-06-30 | $164M | 5.6M | 29.21 |
| 2025-03-31 | $137M | 5.5M | 25.04 |
| 2024-12-31 | $163M | 5.9M | 27.87 |
| 2024-09-30 | $646k | 7.2k | 90.22 |
| 2024-06-30 | $709k | 7.0k | 100.84 |
| 2024-03-31 | $625k | 6.7k | 92.73 |
| 2023-12-31 | $559k | 6.7k | 82.95 |
| 2023-09-30 | $575k | 7.9k | 72.72 |
| 2023-06-30 | $658k | 8.8k | 74.95 |
| 2023-03-31 | $721k | 11k | 65.17 |
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