SCHG β€” Schwab U.S. Large-Cap Growth ETF

Ownership history in ROSS\JOHNSON & Associates LLC  Β·  4 quarters on record

AI Ownership Summary

ROSS\JOHNSON & Associates LLC reported Schwab U.S. Large-Cap Growth ETF (SCHG) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows SCHG at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROSS\JOHNSON & Associates LLC's position in Schwab U.S. Large-Cap Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHG was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROSS\JOHNSON & Associates LLC held SCHG β€” position size vs. price
% of Fund (quarterly)    SCHG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 307 +30 +10.8% 0.18% $10K 2025-11-10 $33.00
2025 Q2 ADDED 277 +57 +25.9% 0.17% $8K 2025-08-15 $30.61
2025 Q1 REDUCED 220 -232 -51.3% 0.09% $5K 2025-05-16 $27.60
2024 Q4 INITIATED 452 β€” β€” 0.29% $13K 2025-02-14 $28.79

FAQ About ROSS\JOHNSON & Associates LLC and SCHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROSS\JOHNSON & Associates LLC reported owning SCHG?

ROSS\JOHNSON & Associates LLC reported SCHG across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SCHG position in ROSS\JOHNSON & Associates LLC's portfolio?

The largest reported portfolio weight for SCHG was 0.29% in 2024 Q4.

What is the latest reported SCHG position on this page?

The most recent filing on this page is 2025 Q3, when ROSS\JOHNSON & Associates LLC reported 307 shares, equal to 0.18% of portfolio, with an estimated market value of $10K.

What does the chart on this SCHG ownership page compare?

The chart compares ROSS\JOHNSON & Associates LLC's quarterly SCHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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