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Schwab U S Large Cap Growth ETF shares owned by Bleakley Financial Group

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

Historical chart of Bleakley Financial Group 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 Bleakley Financial Group 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 Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 305k 82.96
2023-09-30 $22M 298k 72.72
2023-06-30 $21M 278k 74.95
2023-03-31 $18M 282k 65.17
2022-12-31 $16M 283k 55.56

More positions owned by Bleakley Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
Ishares Silver Tr Ishares (SLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bleakley Financial Group

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