Schwab U S Large Cap Growth ETF shares owned by Windsor Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Windsor Advisory Group
from 13F filings
Historical chart of Windsor 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 Windsor Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $755k | 24k | 31.91 |
| 2025-06-30 | $691k | 24k | 29.21 |
| 2025-03-31 | $732k | 29k | 25.04 |
| 2024-12-31 | $834k | 30k | 27.87 |
| 2024-09-30 | $761k | 7.3k | 104.18 |
| 2024-06-30 | $862k | 8.5k | 100.84 |
| 2024-03-31 | $792k | 8.5k | 92.72 |
| 2023-12-31 | $709k | 8.5k | 82.96 |
| 2023-09-30 | $622k | 8.5k | 72.72 |
| 2023-06-30 | $641k | 8.5k | 74.95 |
| 2023-03-31 | $557k | 8.5k | 65.17 |
| 2022-12-31 | $475k | 8.5k | 55.56 |
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