Schwab U S Large Cap Growth ETF shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services 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 Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 53k | 31.91 |
| 2024-12-31 | $1.9M | 67k | 27.87 |
| 2024-09-30 | $1.7M | 17k | 104.18 |
| 2024-06-30 | $1.8M | 18k | 100.84 |
| 2022-03-31 | $1.0k | 16 | 62.50 |
| 2021-12-31 | $52k | 318 | 163.52 |
| 2021-09-30 | $42k | 283 | 148.41 |
| 2021-06-30 | $3.3M | 22k | 145.95 |
| 2020-09-30 | $3.0k | 27 | 111.11 |
| 2020-03-31 | $2.0k | 28 | 71.43 |
Top funds holding Schwab U S Large Cap Growth ETF
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