SCHG — SCHWAB US LARGE CAP

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in SCHWAB US LARGE CAP (SCHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.18% (2020 Q3)
Avg. % of fund
2.62%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 229,943 -6,926 -2.9% 2.71% $7.5M $32.62
2025 Q3 REDUCED 236,869 -2,480 -1.0% 2.85% $7.6M $31.88
2025 Q2 ADDED 239,349 +599 +0.3% 2.86% $7.0M $29.15
2025 Q1 ADDED 238,750 +2,826 +1.2% 2.73% $6.0M $24.97
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHG price (monthly, adj. close)

Other funds also holding SCHG

As of 2025 Q4 — sorted by position size

HRC WEALTH MANAGEMENT, LLC 35.12% Northern Capital Management, Inc. 3Y 30.05% Thrive Wealth Management, LLC 3Y 23.59% Marquette Asset Management, LLC 3Y 7Y 20.44% CDKV HOLDINGS LLC 19.22% BURKETT FINANCIAL SERVICES, LLC 17.81% VISIONARY HORIZONS, LLC 17.73% Triton Wealth Management, PLLC 3Y 17.62% Richardson Capital Management LLC 16.69% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 16.48%
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