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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF