Schwab U S Large Cap Growth ETF shares owned by Waterloo Capital
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital 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 Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 78k | 31.91 |
| 2025-06-30 | $2.3M | 79k | 29.21 |
| 2025-03-31 | $2.3M | 91k | 25.04 |
| 2024-12-31 | $1.2M | 42k | 27.87 |
| 2024-09-30 | $1.1M | 11k | 104.18 |
| 2024-06-30 | $1.1M | 11k | 100.84 |
| 2024-03-31 | $1.0M | 11k | 92.72 |
| 2023-09-30 | $814k | 11k | 72.72 |
| 2023-06-30 | $861k | 12k | 74.95 |
| 2023-03-31 | $798k | 12k | 65.17 |
| 2020-03-31 | $1.3M | 16k | 79.62 |
Top funds holding Schwab U S Large Cap Growth ETF
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