Schwab U S Large Cap Growth ETF shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory 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 VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 10k | 31.91 |
| 2025-06-30 | $302k | 10k | 29.21 |
| 2025-03-31 | $240k | 9.6k | 25.04 |
| 2024-12-31 | $125k | 4.5k | 27.84 |
| 2024-09-30 | $110k | 1.1k | 104.18 |
| 2024-06-30 | $72k | 711 | 100.84 |
| 2024-03-31 | $7.2k | 78 | 92.72 |
| 2023-12-31 | $415 | 5 | 83.00 |
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