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Schwab U S Large Cap Growth ETF shares owned by RTD Financial Advisors

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

Historical chart of RTD Financial Advisors 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 RTD Financial Advisors 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 RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 164k 31.91
2025-06-30 $4.8M 166k 29.21
2025-03-31 $4.3M 172k 25.04
2024-12-31 $6.0M 215k 27.87
2024-09-30 $5.9M 57k 104.18
2024-06-30 $6.5M 65k 100.84
2024-03-31 $6.3M 68k 92.72
2023-12-31 $6.0M 73k 82.96
2023-09-30 $5.5M 75k 72.72
2023-06-30 $5.9M 79k 74.95
2023-03-31 $5.2M 80k 65.17
2022-12-31 $4.5M 81k 55.56
2022-09-30 $4.7M 84k 55.81
2022-06-30 $4.9M 84k 57.99
2022-03-31 $6.4M 86k 74.83
2021-12-31 $7.2M 44k 163.74