Schwab U S Large Cap Growth ETF shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $131k | 4.0k | 32.62 |
| 2025-09-30 | $128k | 4.0k | 31.91 |
| 2025-06-30 | $117k | 4.0k | 29.21 |
| 2025-03-31 | $101k | 4.0k | 25.04 |
| 2024-12-31 | $669 | 24 | 27.88 |
| 2024-09-30 | $1.5k | 14 | 104.21 |
| 2024-06-30 | $1.4k | 14 | 100.86 |
| 2024-03-31 | $1.3k | 14 | 92.71 |
| 2023-12-31 | $49k | 588 | 82.96 |
| 2023-09-30 | $43k | 588 | 72.72 |
| 2023-06-30 | $44k | 588 | 74.95 |
| 2023-03-31 | $49k | 752 | 65.17 |
| 2022-12-31 | $69k | 1.2k | 55.56 |
| 2022-06-30 | $151k | 2.6k | 58.05 |
| 2022-03-31 | $152k | 2.0k | 75.02 |
| 2021-12-31 | $153k | 934 | 163.81 |
| 2021-09-30 | $43k | 292 | 147.26 |
| 2021-06-30 | $45k | 305 | 147.54 |
| 2021-03-31 | $73k | 563 | 129.66 |
| 2020-12-31 | $46k | 361 | 127.42 |
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