Schwab U S Large Cap Growth ETF shares owned by Steele Capital Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Steele Capital Management
from 13F filings
Historical chart of Steele Capital 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 Steele Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.0M | 185k | 32.62 |
| 2025-09-30 | $6.1M | 190k | 31.91 |
| 2025-06-30 | $5.8M | 199k | 29.21 |
| 2025-03-31 | $5.1M | 205k | 25.04 |
| 2024-12-31 | $5.7M | 205k | 27.87 |
| 2024-09-30 | $5.5M | 53k | 104.18 |
| 2024-06-30 | $5.7M | 57k | 100.95 |
| 2024-03-31 | $5.2M | 56k | 92.72 |
| 2023-12-31 | $5.1M | 61k | 82.96 |
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