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

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

Historical chart of Efficient 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 Efficient 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $104k 1.1k 93.44
2023-12-31 $92k 1.1k 82.66
2023-09-30 $80k 1.1k 71.88
2023-06-30 $83k 1.1k 74.57
2023-03-31 $61k 1.1k 54.81
2022-12-31 $62k 1.1k 55.71
2022-09-30 $62k 1.1k 55.71
2022-06-30 $58k 1.0k 58.00

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient 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
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF