Schwab U S Large Cap Growth ETF shares owned by North Star Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by North Star Asset Management
from 13F filings
Historical chart of North Star Asset Management 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 North Star Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 17k | 31.91 |
| 2025-06-30 | $492k | 17k | 29.21 |
| 2025-03-31 | $448k | 18k | 25.04 |
| 2024-12-31 | $537k | 19k | 27.87 |
| 2024-09-30 | $470k | 4.5k | 104.18 |
| 2024-06-30 | $423k | 4.2k | 100.84 |
| 2024-03-31 | $446k | 4.8k | 92.72 |
| 2023-12-31 | $428k | 5.2k | 82.96 |
| 2023-09-30 | $308k | 4.2k | 72.72 |
| 2023-06-30 | $240k | 3.2k | 74.95 |
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