Indie Asset Partners, LLC SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 1802244
As of 2026-06-30, Indie Asset Partners, LLC reported 59.86K SCHG (shares), valued at $2.03M, or 1.94% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 2.76%; reported value increased 12.96%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.94% | 59,864 | SEC filing ↗Filed Aug 7, 2026Combination report |
| Q1 2026 | 2.04% | 61,564 | SEC filing ↗Filed May 8, 2026Combination report |
| Q4 2025 | 2.34% | 64,224 | SEC filing ↗Filed Feb 3, 2026Combination report |
| Q3 2025 | 2.73% | 64,224 | SEC filing ↗Filed Nov 6, 2025Combination report |
| Q2 2025 | 3.39% | 63,824 | SEC filing ↗Filed Aug 12, 2025Combination report |
| Q1 2025 | 1.55% | 71,242 | SEC filing ↗Filed May 7, 2025Combination report |
| Q4 2024 | 1.58% | 72,251 | SEC filing ↗Filed Feb 3, 2025Combination report |
| Q3 2024 | 1.36% | 17,389 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 1.03% | 12,825 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.03% | 12,475 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 0.90% | 11,975 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 0.85% | 11,558 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.85% | 11,558 | $840.50K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 0.90% | 11,975 | $993.45K | Shares increased 3.61%; reported value increased 18.20%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 1.03% | 12,475 | $1.16M | Shares increased 4.18%; reported value increased 16.43%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.03% | 12,825 | $1.29M | Shares increased 2.81%; reported value increased 11.81%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 1.36% | 17,389 | $1.81M | Shares increased 35.59%; reported value increased 40.08%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 1.58% | 72,251 | $2.01M | Shares increased 315.50%; reported value increased 11.15%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 1.55% | 71,242 | $1.78M | Shares decreased 1.40%; reported value decreased 11.41%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 3.39% | 63,824 | $1.86M | Shares decreased 10.41%; reported value increased 4.51%, and weight changed +1.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 2.73% | 64,224 | $2.05M | Shares increased 0.63%; reported value increased 9.93%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 2.34% | 64,224 | $2.09M | Shares unchanged; reported value increased 2.23%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 2.04% | 61,564 | $1.79M | Shares decreased 4.14%; reported value decreased 14.40%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 1.94% | 59,864 | $2.03M | Shares decreased 2.76%; reported value increased 12.96%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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