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Schwab U S Large Cap Growth ETF shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 33k 92.72
2023-12-31 $2.7M 33k 82.96
2023-09-30 $957k 13k 72.72
2023-06-30 $1.0M 14k 74.95
2023-03-31 $904k 14k 65.17

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View all positions for Consolidated Portfolio Review Corp

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF