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Schwab U S Large Cap Growth ETF shares owned by BFSG

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

Historical chart of BFSG 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 BFSG 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 BFSG

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 21k 92.72
2023-12-31 $1.8M 22k 82.96
2023-09-30 $1.6M 22k 72.72
2023-06-30 $1.7M 22k 74.94
2023-03-31 $1.5M 23k 65.17
2022-12-31 $1.3M 24k 55.55
2019-03-31 $216k 2.7k 79.32

More positions owned by BFSG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard World Energy Etf (VDE)
Ishares Gold Tr Ishares New (IAU)
Church & Dwight (CHD)
CSX Corporation (CSX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Raytheon Technologies Corp (RTX)
Exxon Mobil Corporation (XOM)
Costco Wholesale Corporation (COST)

View all positions for BFSG

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