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Schwab U S Large Cap Growth ETF shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $630k 6.0k 104.18
2024-06-30 $36M 578k 62.64
2024-03-31 $663k 7.2k 92.72
2023-09-30 $659k 9.1k 72.72
2023-06-30 $503k 6.7k 74.95
2023-03-31 $364k 5.6k 65.17