Schwab U S Large Cap Growth ETF shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors 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 Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 183k | 31.91 |
| 2025-06-30 | $4.9M | 168k | 29.21 |
| 2025-03-31 | $3.6M | 143k | 25.04 |
| 2024-12-31 | $4.0M | 142k | 27.87 |
| 2024-09-30 | $5.2M | 50k | 104.18 |
| 2024-06-30 | $5.1M | 50k | 100.84 |
| 2024-03-31 | $4.9M | 53k | 92.72 |
| 2023-09-30 | $445k | 6.1k | 72.72 |
| 2023-06-30 | $273k | 3.6k | 74.95 |
| 2017-12-31 | $258k | 3.6k | 70.74 |
| 2017-09-30 | $240k | 3.6k | 65.99 |
| 2017-06-30 | $229k | 3.6k | 63.17 |
| 2017-03-31 | $219k | 3.6k | 60.58 |
| 2016-12-31 | $248k | 4.4k | 55.91 |
| 2016-09-30 | $245k | 4.4k | 55.39 |
| 2016-06-30 | $292k | 5.6k | 52.40 |
| 2016-03-31 | $305k | 5.8k | 52.43 |
| 2015-12-31 | $212k | 4.0k | 52.82 |
| 2015-09-30 | $120k | 2.4k | 49.63 |
| 2015-06-30 | $47k | 882 | 53.29 |
| 2015-03-31 | $8.0k | 140 | 57.14 |
Top funds holding Schwab U S Large Cap Growth ETF
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