Schwab U S Large Cap Growth ETF shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth 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 TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $845k | 27k | 31.91 |
| 2025-06-30 | $818k | 28k | 29.21 |
| 2025-03-31 | $701k | 28k | 25.04 |
| 2024-12-31 | $781k | 28k | 27.87 |
| 2024-09-30 | $735k | 7.1k | 104.18 |
| 2024-06-30 | $537k | 5.3k | 100.84 |
| 2024-03-31 | $588k | 6.3k | 92.72 |
| 2023-12-31 | $526k | 6.3k | 82.96 |
| 2023-09-30 | $461k | 6.3k | 72.72 |
| 2023-06-30 | $478k | 6.4k | 74.95 |
| 2023-03-31 | $413k | 6.3k | 65.17 |
| 2022-12-31 | $390k | 7.0k | 55.56 |
| 2022-09-30 | $369k | 6.6k | 55.88 |
| 2022-06-30 | $367k | 6.3k | 57.93 |
| 2022-03-31 | $477k | 6.4k | 74.81 |
| 2021-12-31 | $536k | 3.3k | 163.71 |
| 2021-09-30 | $485k | 3.3k | 148.14 |
| 2021-06-30 | $478k | 3.3k | 146.00 |
| 2021-03-31 | $482k | 3.7k | 129.88 |
| 2020-12-31 | $503k | 3.9k | 128.45 |
| 2020-09-30 | $451k | 3.9k | 115.17 |
| 2020-06-30 | $398k | 3.9k | 101.63 |
| 2020-03-31 | $312k | 3.9k | 79.67 |
| 2019-12-31 | $347k | 3.7k | 92.90 |
| 2019-09-30 | $319k | 3.8k | 84.06 |
| 2019-06-30 | $316k | 3.8k | 83.27 |
| 2019-03-31 | $440k | 5.5k | 79.45 |
| 2018-12-31 | $267k | 3.9k | 68.97 |
| 2018-09-30 | $317k | 3.9k | 81.89 |
| 2018-06-30 | $305k | 4.0k | 75.72 |
| 2018-03-31 | $278k | 3.9k | 71.82 |
| 2017-12-31 | $316k | 4.5k | 70.68 |
| 2017-09-30 | $159k | 2.4k | 66.25 |
| 2017-06-30 | $156k | 2.5k | 63.16 |
| 2017-03-31 | $145k | 2.4k | 60.42 |
| 2016-12-31 | $134k | 2.4k | 55.83 |
| 2016-09-30 | $133k | 2.4k | 55.42 |
| 2016-06-30 | $126k | 2.4k | 52.50 |
| 2016-03-31 | $485k | 9.3k | 52.37 |
| 2015-12-31 | $489k | 9.3k | 52.80 |
| 2015-09-30 | $463k | 9.3k | 49.99 |
| 2015-06-30 | $497k | 9.3k | 53.67 |
| 2015-03-31 | $129k | 2.4k | 53.75 |
Top funds holding Schwab U S Large Cap Growth ETF
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