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Schwab U S Large Cap Growth ETF shares owned by NorthRock Partners

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

Historical chart of NorthRock 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 NorthRock 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $958k 33k 29.21
2025-03-31 $1.0M 40k 25.04
2024-12-31 $697k 25k 27.87
2024-09-30 $651k 6.2k 104.17
2024-06-30 $560k 5.6k 100.95
2024-03-31 $460k 5.0k 92.72
2023-12-31 $470k 5.7k 82.97
2023-03-31 $227k 3.5k 65.17
2022-09-30 $280k 5.0k 55.82
2022-06-30 $262k 4.5k 57.98
2022-03-31 $389k 5.2k 74.74
2021-12-31 $647k 3.9k 163.84
2021-09-30 $247k 1.7k 148.26
2021-06-30 $231k 1.6k 145.93
2020-12-31 $209k 1.6k 128.69