Schwab U S Large Cap Growth ETF shares owned by Roundview Capital
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital 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 Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 6.6k | 31.91 |
| 2025-06-30 | $437k | 15k | 29.21 |
| 2025-03-31 | $480k | 19k | 25.04 |
| 2024-12-31 | $534k | 19k | 27.87 |
| 2024-09-30 | $499k | 4.8k | 104.18 |
| 2024-06-30 | $483k | 4.8k | 100.84 |
| 2024-03-31 | $444k | 4.8k | 92.72 |
| 2023-12-31 | $398k | 4.8k | 82.96 |
| 2023-09-30 | $349k | 4.8k | 72.72 |
| 2023-06-30 | $359k | 4.8k | 74.95 |
| 2023-03-31 | $313k | 4.8k | 65.17 |
| 2022-12-31 | $266k | 4.8k | 55.56 |
| 2022-09-30 | $267k | 4.8k | 55.73 |
| 2022-06-30 | $260k | 4.5k | 57.88 |
| 2022-03-31 | $336k | 4.5k | 74.80 |
| 2021-12-31 | $368k | 2.2k | 163.85 |
| 2021-09-30 | $333k | 2.2k | 148.26 |
| 2021-06-30 | $328k | 2.2k | 146.04 |
| 2021-03-31 | $291k | 2.2k | 129.56 |
| 2020-12-31 | $288k | 2.2k | 128.23 |
Top funds holding Schwab U S Large Cap Growth ETF
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