Schwab U S Large Cap Growth ETF shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 495k | 31.91 |
| 2025-06-30 | $14M | 478k | 29.21 |
| 2025-03-31 | $12M | 496k | 25.04 |
| 2024-12-31 | $14M | 485k | 27.87 |
| 2024-09-30 | $13M | 127k | 104.18 |
| 2024-06-30 | $12M | 122k | 100.84 |
| 2024-03-31 | $11M | 113k | 92.72 |
| 2023-12-31 | $8.5M | 103k | 82.96 |
| 2023-09-30 | $7.2M | 99k | 72.72 |
| 2023-06-30 | $7.6M | 101k | 74.95 |
| 2023-03-31 | $6.5M | 100k | 65.17 |
| 2022-12-31 | $6.3M | 113k | 55.56 |
| 2022-09-30 | $7.0M | 126k | 55.81 |
| 2022-06-30 | $7.2M | 124k | 57.99 |
| 2022-03-31 | $9.0M | 121k | 74.82 |
| 2021-12-31 | $9.3M | 57k | 163.76 |
| 2021-09-30 | $7.5M | 51k | 148.10 |
| 2021-06-30 | $7.2M | 49k | 145.97 |
| 2021-03-31 | $6.9M | 49k | 140.54 |
| 2020-12-31 | $6.0M | 47k | 128.41 |
| 2020-09-30 | $5.1M | 44k | 115.17 |
Top funds holding Schwab U S Large Cap Growth ETF
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