Schwab U S Large Cap Growth ETF shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group 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 Sage Financial Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Sage Financial Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 311k | 31.91 |
| 2025-06-30 | $9.2M | 316k | 29.21 |
| 2025-03-31 | $8.2M | 329k | 25.04 |
| 2024-12-31 | $9.5M | 342k | 27.87 |
| 2024-09-30 | $9.3M | 89k | 104.18 |
| 2024-03-31 | $8.4M | 90k | 92.72 |
| 2023-12-31 | $6.8M | 82k | 82.96 |
| 2023-09-30 | $6.0M | 83k | 72.72 |
| 2023-03-31 | $10M | 155k | 65.17 |
| 2022-12-31 | $11M | 192k | 55.56 |
| 2022-09-30 | $9.3M | 167k | 55.81 |
| 2022-06-30 | $11M | 195k | 57.99 |
| 2022-03-31 | $15M | 196k | 74.82 |
| 2021-12-31 | $16M | 97k | 163.75 |
| 2021-06-30 | $15M | 105k | 145.96 |
| 2021-03-31 | $14M | 105k | 129.78 |
| 2020-12-31 | $15M | 741 | 19673.41 |
More positions owned by Sage Financial Management Group
View all positions for Sage Financial Management Group
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF