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Schwab U S Large Cap Growth ETF shares owned by NFP Retirement

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by NFP Retirement from 13F filings

Historical chart of NFP Retirement 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 NFP Retirement 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 NFP Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 142k 29.21
2025-06-30 $4.1M 142k 29.21
2025-03-31 $4.0M 158k 25.04
2024-12-31 $4.5M 160k 27.87
2024-09-30 $4.4M 42k 104.17
2024-06-30 $4.3M 42k 100.84
2024-03-31 $3.8M 41k 92.71
2023-12-31 $3.7M 45k 82.96
2023-09-30 $3.7M 51k 72.72
2023-06-30 $3.8M 51k 74.95
2023-03-31 $3.3M 51k 65.17
2022-12-31 $2.8M 51k 55.56
2022-09-30 $6.0M 107k 55.82
2022-06-30 $6.2M 107k 57.99
2022-03-31 $7.1M 95k 74.83
2021-12-31 $7.1M 44k 163.77
2021-09-30 $6.4M 43k 148.10
2021-06-30 $6.5M 44k 145.99
2021-03-31 $11M 88k 129.80
2020-12-31 $1.9M 15k 128.43
2020-09-30 $1.2M 11k 115.18
2020-06-30 $391k 3.8k 101.59