Schwab U S Large Cap Growth ETF shares owned by Seneca Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Seneca Financial Advisors
from 13F filings
Historical chart of Seneca Financial 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 Seneca Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $27M | 840k | 32.62 |
| 2025-09-30 | $26M | 816k | 31.91 |
| 2025-06-30 | $23M | 797k | 29.21 |
| 2025-03-31 | $19M | 745k | 25.04 |
| 2024-12-31 | $20M | 714k | 27.87 |
| 2024-09-30 | $19M | 185k | 104.18 |
| 2024-06-30 | $18M | 182k | 100.84 |
| 2024-03-31 | $16M | 176k | 92.72 |
| 2023-12-31 | $15M | 179k | 82.96 |
| 2023-09-30 | $13M | 184k | 72.72 |
| 2023-06-30 | $14M | 187k | 74.95 |
| 2023-03-31 | $14M | 210k | 65.17 |
| 2022-12-31 | $13M | 238k | 55.56 |
| 2022-09-30 | $17M | 297k | 55.81 |
| 2022-06-30 | $16M | 275k | 57.99 |
| 2022-03-31 | $18M | 241k | 74.82 |
| 2021-12-31 | $19M | 113k | 163.75 |
| 2021-09-30 | $16M | 111k | 148.09 |
| 2021-06-30 | $17M | 118k | 145.96 |
| 2021-03-31 | $15M | 116k | 129.78 |
| 2020-12-31 | $15M | 113k | 128.41 |
Top funds holding Schwab U S Large Cap Growth ETF
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