Schwab U S Large Cap Growth ETF shares owned by XML Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial 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 XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 1.6M | 31.91 |
| 2025-06-30 | $47M | 1.6M | 29.21 |
| 2025-03-31 | $39M | 1.6M | 25.04 |
| 2024-12-31 | $43M | 1.5M | 27.87 |
| 2024-09-30 | $39M | 377k | 104.18 |
| 2024-06-30 | $37M | 366k | 100.84 |
| 2024-03-31 | $37M | 398k | 92.72 |
| 2023-09-30 | $28M | 387k | 72.72 |
| 2023-06-30 | $24M | 319k | 74.96 |
| 2023-03-31 | $18M | 274k | 65.17 |
| 2022-12-31 | $16M | 281k | 55.56 |
| 2022-09-30 | $15M | 270k | 55.81 |
| 2022-06-30 | $15M | 262k | 57.99 |
| 2022-03-31 | $19M | 259k | 74.82 |
| 2021-12-31 | $21M | 126k | 163.75 |
| 2021-09-30 | $18M | 123k | 148.09 |
| 2021-06-30 | $20M | 138k | 145.96 |
| 2021-03-31 | $17M | 134k | 129.78 |
| 2020-12-31 | $17M | 132k | 128.41 |
| 2020-09-30 | $15M | 132k | 115.17 |
| 2020-06-30 | $13M | 124k | 101.54 |
| 2020-03-31 | $7.0M | 88k | 79.65 |
| 2019-12-31 | $11M | 119k | 92.91 |
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