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

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

Historical chart of Appleton Group 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 Appleton Group 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 Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $842k 12k 72.72
2023-06-30 $21M 274k 74.95
2023-03-31 $21M 325k 65.17
2022-12-31 $794k 14k 55.56
2022-09-30 $783k 14k 55.79
2022-06-30 $774k 13k 58.03
2022-03-31 $23M 302k 74.82
2021-12-31 $25M 151k 163.75
2021-09-30 $25M 167k 148.09
2021-06-30 $24M 163k 145.96
2021-03-31 $2.1M 16k 129.80
2020-12-31 $18M 142k 128.41
2020-09-30 $19M 163k 115.17
2020-06-30 $16M 157k 101.54
2020-03-31 $7.0M 88k 79.64
2019-12-31 $16M 169k 92.91
2019-09-30 $18M 214k 84.01
2019-06-30 $21M 249k 83.21
2019-03-31 $20M 246k 79.43
2018-09-30 $20M 244k 82.02
2018-06-30 $18M 237k 75.78
2018-03-31 $4.0M 56k 71.71
2017-12-31 $3.7M 52k 70.70
2017-09-30 $3.2M 48k 66.07
2017-06-30 $2.9M 47k 63.20
2017-03-31 $2.7M 45k 60.49
2016-12-31 $2.6M 47k 55.83
2016-09-30 $2.8M 50k 55.47
2015-06-30 $271k 5.1k 53.65
2015-03-31 $265k 4.9k 53.92
2014-12-31 $230k 4.4k 51.85
2014-09-30 $210k 4.3k 49.12
2014-06-30 $205k 4.2k 48.60

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF