Schwab U S Large Cap Growth ETF shares owned by Lantz Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial 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 Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 16k | 31.91 |
| 2025-06-30 | $469k | 16k | 29.21 |
| 2025-03-31 | $402k | 16k | 25.04 |
| 2024-12-31 | $447k | 16k | 27.87 |
| 2024-09-30 | $418k | 4.0k | 104.18 |
| 2024-06-30 | $405k | 4.0k | 100.84 |
| 2024-03-31 | $372k | 4.0k | 92.72 |
| 2023-12-31 | $342k | 4.1k | 82.96 |
| 2023-09-30 | $300k | 4.1k | 72.72 |
| 2023-06-30 | $309k | 4.1k | 74.95 |
| 2023-03-31 | $268k | 4.1k | 65.17 |
| 2022-12-31 | $237k | 4.3k | 55.56 |
| 2022-09-30 | $238k | 4.3k | 55.70 |
| 2022-06-30 | $248k | 4.3k | 58.04 |
| 2022-03-31 | $320k | 4.3k | 74.89 |
| 2021-12-31 | $384k | 2.3k | 163.68 |
| 2021-09-30 | $347k | 2.3k | 147.91 |
| 2021-06-30 | $342k | 2.3k | 145.78 |
| 2021-03-31 | $304k | 2.3k | 129.58 |
| 2020-12-31 | $300k | 2.3k | 128.42 |
| 2020-09-30 | $269k | 2.3k | 115.15 |
| 2020-06-30 | $237k | 2.3k | 101.50 |
| 2019-12-31 | $218k | 2.3k | 92.84 |
| 2019-09-30 | $201k | 2.4k | 82.11 |
| 2019-06-30 | $206k | 2.5k | 84.08 |
Top funds holding Schwab U S Large Cap Growth ETF
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