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Schwab U S Large Cap Growth ETF shares owned by Optimus Capital Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Optimus Capital Advisors from 13F filings

Historical chart of Optimus Capital Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Optimus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Optimus Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $891k 26k 33.84
2026-03-31 $662k 23k 29.13
2025-12-31 $503k 15k 32.62