Schwab U S Large Cap Growth ETF shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors 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 LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 13k | 31.91 |
| 2025-06-30 | $372k | 13k | 29.21 |
| 2025-03-31 | $307k | 12k | 25.04 |
| 2024-12-31 | $344k | 12k | 27.87 |
| 2024-09-30 | $452k | 4.3k | 104.18 |
| 2024-06-30 | $434k | 4.3k | 100.84 |
| 2024-03-31 | $743k | 8.0k | 92.72 |
| 2023-12-31 | $739k | 8.9k | 82.96 |
| 2023-09-30 | $687k | 9.5k | 72.72 |
| 2023-06-30 | $850k | 11k | 74.95 |
| 2022-12-31 | $5.0k | 89 | 55.82 |
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