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Schwab U S Large Cap Growth ETF shares owned by Patton Albertson & Miller

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Patton Albertson & Miller from 13F filings

Historical chart of Patton Albertson & Miller investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Patton Albertson & Miller 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 Patton Albertson & Miller

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 7.1k 31.91
2025-06-30 $205k 7.0k 29.21
2023-06-30 $227k 3.0k 74.95
2023-03-31 $227k 3.5k 65.17
2022-12-31 $217k 3.9k 55.55
2022-09-30 $247k 4.4k 55.78
2022-06-30 $359k 6.2k 58.06
2022-03-31 $929k 12k 74.78
2021-12-31 $1.2M 7.1k 163.74
2021-09-30 $1.1M 7.1k 148.03
2021-06-30 $1.0M 7.1k 145.98
2021-03-31 $1.0M 7.7k 129.83
2020-12-31 $1.1M 8.3k 136.17
2020-09-30 $1.2M 10k 115.18
2020-06-30 $1.1M 11k 101.51
2020-03-31 $844k 11k 79.62
2019-12-31 $982k 11k 92.90
2019-09-30 $902k 11k 83.97
2019-06-30 $809k 9.7k 83.28