Schwab U S Large Cap Growth ETF shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies 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 Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93M | 2.9M | 31.91 |
| 2025-06-30 | $86M | 3.0M | 29.21 |
| 2025-03-31 | $72M | 2.9M | 25.04 |
| 2024-12-31 | $77M | 2.7M | 27.84 |
| 2024-09-30 | $69M | 663k | 104.18 |
| 2024-06-30 | $72M | 699k | 103.23 |
| 2024-03-31 | $63M | 676k | 92.72 |
| 2023-12-31 | $55M | 662k | 82.96 |
| 2023-09-30 | $50M | 650k | 76.29 |
| 2023-06-30 | $50M | 666k | 74.95 |
| 2023-03-31 | $42M | 646k | 65.17 |
| 2022-12-31 | $28M | 500k | 55.56 |
| 2022-09-30 | $27M | 485k | 55.81 |
| 2022-06-30 | $27M | 466k | 57.99 |
| 2022-03-31 | $33M | 444k | 74.82 |
| 2021-12-31 | $35M | 212k | 163.75 |
| 2021-09-30 | $31M | 210k | 148.09 |
| 2021-06-30 | $30M | 204k | 145.96 |
| 2021-03-31 | $25M | 195k | 129.78 |
| 2020-12-31 | $21M | 160k | 128.41 |
| 2020-09-30 | $18M | 158k | 115.17 |
| 2020-06-30 | $12M | 116k | 101.54 |
| 2020-03-31 | $8.5M | 107k | 79.65 |
| 2019-12-31 | $8.2M | 88k | 92.92 |
| 2019-09-30 | $6.3M | 72k | 86.61 |
| 2019-06-30 | $5.0M | 58k | 85.47 |
| 2019-03-31 | $4.1M | 52k | 79.43 |
| 2018-12-31 | $2.5M | 37k | 68.93 |
| 2018-09-30 | $300k | 4.0k | 74.78 |
| 2018-06-30 | $675k | 8.9k | 75.78 |
| 2018-03-31 | $768k | 11k | 71.68 |
| 2017-12-31 | $787k | 11k | 70.67 |
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