Schwab U S Large Cap Growth ETF shares owned by Sigma Planning
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 971k | 31.91 |
| 2025-06-30 | $28M | 944k | 29.21 |
| 2025-03-31 | $23M | 935k | 25.04 |
| 2024-12-31 | $26M | 944k | 27.87 |
| 2024-09-30 | $22M | 212k | 104.18 |
| 2024-06-30 | $17M | 169k | 100.84 |
| 2024-03-31 | $9.1M | 99k | 92.72 |
| 2023-12-31 | $2.7M | 32k | 82.96 |
| 2023-09-30 | $5.3M | 73k | 72.72 |
| 2023-06-30 | $4.7M | 63k | 74.95 |
| 2023-03-31 | $12M | 180k | 65.17 |
| 2022-12-31 | $10M | 188k | 55.56 |
| 2022-09-30 | $9.8M | 176k | 55.81 |
| 2022-06-30 | $11M | 181k | 57.99 |
| 2022-03-31 | $13M | 167k | 74.82 |
| 2021-12-31 | $27M | 163k | 163.75 |
| 2021-09-30 | $23M | 158k | 148.09 |
| 2021-06-30 | $9.9M | 68k | 145.97 |
| 2021-03-31 | $8.5M | 65k | 129.77 |
| 2020-12-31 | $6.7M | 52k | 128.41 |
| 2020-09-30 | $5.9M | 51k | 115.17 |
| 2020-06-30 | $5.2M | 51k | 101.53 |
| 2020-03-31 | $4.0M | 50k | 79.65 |
| 2019-12-31 | $4.9M | 52k | 92.90 |
| 2019-09-30 | $4.4M | 52k | 84.00 |
| 2019-06-30 | $4.4M | 53k | 83.22 |
| 2019-03-31 | $3.8M | 47k | 79.44 |
| 2018-12-31 | $1.9M | 27k | 68.95 |
| 2018-09-30 | $2.3M | 29k | 82.02 |
| 2018-06-30 | $2.6M | 35k | 75.78 |
| 2018-03-31 | $2.5M | 35k | 71.71 |
| 2017-12-31 | $2.5M | 36k | 70.70 |
| 2017-09-30 | $2.3M | 35k | 66.08 |
| 2017-06-30 | $2.2M | 35k | 63.20 |
| 2017-03-31 | $2.0M | 33k | 60.48 |
| 2016-12-31 | $1.9M | 34k | 55.83 |
| 2016-09-30 | $1.8M | 32k | 55.47 |
| 2016-06-30 | $1.5M | 29k | 52.48 |
| 2016-03-31 | $1.3M | 25k | 52.42 |
| 2015-12-31 | $1.8M | 35k | 52.83 |
| 2015-09-30 | $1.6M | 32k | 49.99 |
| 2015-06-30 | $1.2M | 22k | 53.66 |
| 2015-03-31 | $1.0M | 20k | 53.87 |
| 2014-12-31 | $905k | 18k | 51.81 |
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