CIA
Concurrent Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
942,458
+715,351
| +315% | +$20.9M | 0.53% | 31 |
|
|
2025
Q1 | $5.69M | Buy |
227,107
+67,921
| +43% | +$1.7M | 0.14% | 159 |
|
|
2024
Q4 | $4.44M | Buy |
159,186
+122,409
| +333% | +$3.41M | 0.12% | 177 |
|
|
2024
Q3 | $3.83M | Buy |
36,777
+25,188
| +217% | +$2.62M | 0.11% | 185 |
|
|
2024
Q2 | $1.17M | Buy |
+11,589
| New | +$1.17M | 0.04% | 389 |
|