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Schwab U S Large Cap Growth ETF shares owned by Aspen Grove Capital

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Aspen Grove Capital from 13F filings

Historical chart of Aspen Grove Capital 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 Aspen Grove Capital 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 Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 18k 82.23
2023-09-30 $1.3M 18k 72.72
2023-06-30 $1.1M 14k 74.95

More positions owned by Aspen Grove Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Valley National Ban (VLY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
International Business Machines (IBM)
Spdr Ser Tr S&p Divid Etf (SDY)
Lululemon Athletica (LULU)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Msci Mexico Etf (EWW)
Microsoft Corporation (MSFT)

View all positions for Aspen Grove Capital

Top funds holding Schwab U S Large Cap Growth ETF

Sei Investments
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

View all funds holding Schwab U S Large Cap Growth ETF