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
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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 |
|---|---|---|---|
| 2025-09-30 | $940k | 30k | 31.91 |
| 2025-06-30 | $1.3M | 46k | 29.21 |
| 2025-03-31 | $644k | 26k | 25.04 |
| 2024-12-31 | $712k | 26k | 27.87 |
| 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 |
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