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Schwab Us Large-cap Gro shares owned by Carret Asset Management

Quarter-by-quarter ownership of Schwab Us Large-cap Gro (SWLGX) shares owned by Carret Asset Management from 13F filings

Historical chart of Carret Asset Management investment in Schwab Us Large-cap Gro

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All positions including Schwab Us Large-cap Gro held by Carret Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Us Large-cap Gro by Carret Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $368k 20k 18.46
2026-03-31 $315k 20k 15.81
2025-12-31 $350k 20k 17.53

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Top funds holding Schwab Us Large-cap Gro

Carret Asset Management

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