Schwab U S Large Cap Growth ETF shares owned by Independent Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group 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 Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $13M | 442k | 29.13 |
| 2025-09-30 | $13M | 397k | 31.91 |
| 2025-06-30 | $11M | 382k | 29.21 |
| 2025-03-31 | $7.3M | 290k | 25.04 |
| 2024-12-31 | $8.0M | 289k | 27.87 |
| 2024-09-30 | $7.5M | 72k | 104.18 |
| 2024-06-30 | $7.9M | 78k | 100.84 |
| 2024-03-31 | $6.4M | 69k | 92.72 |
| 2023-12-31 | $6.2M | 75k | 82.96 |
| 2023-09-30 | $4.5M | 62k | 72.72 |
| 2023-06-30 | $5.4M | 72k | 74.95 |
| 2023-03-31 | $3.0M | 46k | 65.17 |
| 2022-12-31 | $2.8M | 51k | 55.56 |
| 2022-09-30 | $4.3M | 77k | 55.81 |
| 2022-06-30 | $3.5M | 61k | 57.99 |
| 2022-03-31 | $3.5M | 46k | 74.82 |
| 2021-12-31 | $3.7M | 23k | 163.75 |
| 2021-09-30 | $3.3M | 22k | 148.09 |
| 2021-06-30 | $3.3M | 23k | 145.96 |
| 2021-03-31 | $2.2M | 17k | 129.78 |
| 2020-12-31 | $2.1M | 16k | 128.41 |
| 2020-09-30 | $1.9M | 17k | 115.17 |
| 2020-06-30 | $1.8M | 18k | 101.54 |
| 2020-03-31 | $1.4M | 18k | 79.65 |
More positions owned by Independent Financial Group
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