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Walkner Condon Financial Advisors »

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

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

Historical chart of Walkner Condon 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 Walkner Condon 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 Walkner Condon Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$221k	2.4k	92.73
2023-12-31	$210k	2.5k	82.97
2023-09-30	$252k	3.5k	72.72
2023-06-30	$266k	3.6k	74.95
2023-03-31	$264k	4.1k	65.16
2022-12-31	$213k	3.8k	55.56

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Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Apple (AAPL)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

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Microsoft Corporation (MSFT)

Spdr Ser Tr Portfolio S&p600 (SPSM)

J P Morgan Exchange Traded F Equity Premium (JEPI)

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial Advisors

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