Schwab U S Large Cap Growth ETF shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. 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 Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 119k | 31.91 |
| 2025-06-30 | $3.3M | 113k | 29.21 |
| 2025-03-31 | $3.3M | 131k | 25.04 |
| 2024-12-31 | $3.5M | 125k | 27.87 |
| 2024-09-30 | $3.2M | 31k | 104.18 |
| 2024-03-31 | $2.9M | 31k | 92.72 |
| 2023-09-30 | $2.3M | 31k | 72.72 |
| 2023-06-30 | $2.7M | 36k | 74.95 |
| 2023-03-31 | $3.3M | 50k | 65.17 |
| 2022-12-31 | $2.8M | 51k | 55.56 |
| 2022-09-30 | $2.8M | 51k | 55.80 |
| 2022-06-30 | $2.9M | 50k | 57.99 |
| 2022-03-31 | $3.4M | 46k | 74.83 |
| 2021-12-31 | $3.7M | 22k | 163.73 |
| 2021-09-30 | $3.3M | 22k | 148.11 |
| 2021-06-30 | $2.6M | 18k | 145.95 |
| 2021-03-31 | $2.3M | 18k | 129.76 |
| 2020-12-31 | $2.3M | 18k | 128.43 |
| 2020-09-30 | $2.1M | 18k | 115.16 |
| 2020-06-30 | $2.0M | 20k | 101.52 |
| 2020-03-31 | $1.4M | 18k | 79.64 |
| 2019-12-31 | $1.6M | 17k | 92.91 |
| 2019-09-30 | $1.7M | 21k | 84.03 |
| 2019-06-30 | $1.7M | 21k | 83.20 |
| 2019-03-31 | $3.3M | 41k | 79.41 |
| 2018-12-31 | $1.4M | 21k | 68.92 |
| 2018-09-30 | $1.7M | 21k | 82.02 |
| 2018-06-30 | $1.6M | 21k | 75.79 |
| 2018-03-31 | $1.5M | 22k | 71.72 |
| 2017-12-31 | $2.0M | 28k | 70.71 |
| 2017-09-30 | $1.9M | 29k | 66.07 |
| 2017-06-30 | $1.7M | 28k | 63.21 |
| 2017-03-31 | $1.6M | 26k | 60.49 |
| 2016-12-31 | $556k | 10k | 55.88 |
| 2016-09-30 | $552k | 10k | 55.48 |
| 2016-06-30 | $522k | 10k | 52.46 |
| 2016-03-31 | $522k | 10k | 52.46 |
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