Schwab U S Large Cap Growth ETF shares owned by Secure Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset 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 Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 129k | 32.09 |
| 2025-06-30 | $2.3M | 79k | 29.21 |
| 2025-03-31 | $235k | 9.4k | 25.04 |
| 2024-12-31 | $587k | 21k | 27.87 |
| 2024-09-30 | $434k | 4.2k | 104.17 |
| 2024-06-30 | $443k | 4.4k | 100.83 |
| 2024-03-31 | $332k | 3.6k | 92.73 |
| 2023-09-30 | $288k | 4.0k | 72.71 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF