Schwab U S Large Cap Growth ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 1.1M | 31.91 |
| 2025-06-30 | $28M | 943k | 29.21 |
| 2025-03-31 | $5.7M | 227k | 25.04 |
| 2024-12-31 | $4.4M | 159k | 27.87 |
| 2024-09-30 | $3.8M | 37k | 104.18 |
| 2024-06-30 | $1.2M | 12k | 100.84 |
More positions owned by Concurrent Investment Advisors
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Top funds holding Schwab U S Large Cap Growth ETF
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