Schwab U S Large Cap Growth ETF shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset 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 Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 2.4M | 31.91 |
| 2025-06-30 | $70M | 2.4M | 29.21 |
| 2025-03-31 | $55M | 2.2M | 25.04 |
| 2024-12-31 | $20M | 701k | 27.87 |
| 2024-09-30 | $18M | 172k | 104.18 |
| 2024-06-30 | $17M | 169k | 100.84 |
| 2024-03-31 | $12M | 124k | 92.72 |
| 2023-12-31 | $262k | 3.2k | 82.96 |
| 2023-09-30 | $261k | 3.6k | 72.72 |
| 2023-06-30 | $230k | 3.1k | 74.94 |
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