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Schwab U S Large Cap Growth ETF shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth 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 Strategic Wealth 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $757k 26k 29.13
2025-12-31 $887k 27k 32.62
2025-09-30 $2.0M 64k 31.91
2025-06-30 $11k 360 29.21
2019-06-30 $8.0k 108 74.07
2019-03-31 $9.0k 108 83.33