Schwab U S Large Cap Growth ETF shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement 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 Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 178k | 31.91 |
| 2025-06-30 | $5.2M | 178k | 29.21 |
| 2024-12-31 | $4.8M | 171k | 27.87 |
| 2024-09-30 | $3.9M | 38k | 104.18 |
| 2024-06-30 | $4.0M | 40k | 100.84 |
| 2024-03-31 | $3.4M | 37k | 92.72 |
| 2023-12-31 | $4.6M | 55k | 83.50 |
| 2023-09-30 | $2.6M | 35k | 72.98 |
| 2023-06-30 | $2.8M | 37k | 74.95 |
| 2023-03-31 | $2.4M | 37k | 65.08 |
| 2022-12-31 | $2.0M | 35k | 55.56 |
| 2022-09-30 | $2.4M | 42k | 58.28 |
| 2022-06-30 | $2.4M | 41k | 57.99 |
| 2022-03-31 | $2.4M | 41k | 58.89 |
| 2021-09-30 | $2.8M | 19k | 148.08 |
| 2021-06-30 | $2.5M | 17k | 145.96 |
| 2021-03-31 | $1.2M | 9.3k | 129.74 |
| 2020-12-31 | $1.1M | 8.4k | 128.47 |
| 2020-09-30 | $777k | 6.7k | 115.23 |
| 2020-06-30 | $595k | 5.9k | 101.50 |
| 2020-03-31 | $439k | 5.5k | 79.67 |
| 2019-12-31 | $485k | 5.2k | 92.95 |
| 2019-09-30 | $441k | 5.2k | 84.08 |
| 2019-06-30 | $439k | 5.3k | 83.27 |
| 2019-03-31 | $479k | 6.0k | 79.46 |
| 2018-12-31 | $412k | 6.0k | 68.86 |
| 2018-09-30 | $531k | 6.5k | 82.10 |
| 2018-06-30 | $322k | 4.3k | 75.66 |
| 2018-03-31 | $305k | 4.2k | 71.82 |
| 2017-12-31 | $256k | 3.6k | 70.64 |
| 2017-09-30 | $148k | 2.2k | 65.92 |
| 2017-06-30 | $41k | 652 | 62.88 |
| 2017-03-31 | $12k | 195 | 61.54 |
| 2016-12-31 | $11k | 195 | 56.41 |
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