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Schwab U S Large Cap Growth ETF shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $536k 5.8k 92.72

More positions owned by Lakeridge Wealth Management

Sherwin-Williams Company (SHW)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
International Business Machines (IBM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Lakeridge Wealth Management

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