Schwab U S Large Cap Growth ETF shares owned by United Advisor Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor 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 United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 85k | 31.91 |
| 2025-06-30 | $2.5M | 85k | 29.21 |
| 2025-03-31 | $832k | 33k | 25.04 |
| 2024-12-31 | $1.1M | 40k | 27.87 |
| 2024-09-30 | $533k | 5.1k | 104.18 |
| 2024-06-30 | $918k | 9.1k | 100.84 |
| 2024-03-31 | $506k | 5.5k | 92.72 |
Top funds holding Schwab U S Large Cap Growth ETF
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