Schwab U S Large Cap Growth ETF shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment 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 P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 112k | 31.91 |
| 2025-06-30 | $2.6M | 88k | 29.21 |
| 2025-03-31 | $2.0M | 79k | 25.04 |
| 2024-12-31 | $2.0M | 71k | 27.87 |
| 2024-09-30 | $1.8M | 18k | 104.18 |
| 2024-06-30 | $1.6M | 16k | 100.84 |
| 2024-03-31 | $1.2M | 13k | 92.72 |
| 2023-12-31 | $639k | 7.4k | 86.38 |
| 2023-09-30 | $489k | 6.7k | 73.42 |
| 2023-06-30 | $453k | 5.9k | 77.05 |
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