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Schwab U S Large Cap Growth ETF shares owned by Team Financial Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Team Financial Group from 13F filings

Historical chart of Team Financial Group investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Team Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Team Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 477k 31.91
2025-06-30 $14M 471k 29.21
2025-03-31 $11M 430k 25.04
2024-12-31 $11M 397k 27.87
2024-09-30 $9.5M 91k 104.18
2024-06-30 $8.8M 87k 100.84
2024-03-31 $7.2M 78k 92.72
2023-12-31 $1.9M 23k 82.96
2023-09-30 $987k 14k 72.72