Schwab U S Large Cap Growth ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $901k | 28k | 31.91 |
| 2025-06-30 | $931k | 32k | 29.21 |
| 2025-03-31 | $784k | 31k | 25.04 |
| 2024-12-31 | $995k | 36k | 27.87 |
| 2024-09-30 | $927k | 8.9k | 104.18 |
| 2024-06-30 | $1.2M | 12k | 100.84 |
| 2024-03-31 | $1.1M | 12k | 92.72 |
| 2023-12-31 | $948k | 11k | 82.96 |
| 2023-09-30 | $849k | 12k | 72.72 |
| 2023-06-30 | $890k | 12k | 74.95 |
| 2023-03-31 | $1.3M | 20k | 65.17 |
| 2022-12-31 | $1.7M | 30k | 55.56 |
| 2022-09-30 | $2.7M | 49k | 55.80 |
| 2022-06-30 | $3.0M | 52k | 57.99 |
| 2022-03-31 | $4.1M | 54k | 74.82 |
| 2021-12-31 | $5.8M | 35k | 163.76 |
| 2021-09-30 | $5.4M | 36k | 148.09 |
| 2021-06-30 | $4.5M | 35k | 129.77 |
| 2021-03-31 | $4.5M | 35k | 129.77 |
| 2020-12-31 | $4.4M | 34k | 128.41 |
Top funds holding Schwab U S Large Cap Growth ETF
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