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Schwab U S Large Cap Growth ETF shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $521k 5.6k 92.64
2023-12-31 $472k 5.7k 82.89
2023-09-30 $414k 5.7k 72.71
2023-06-30 $428k 5.7k 74.90
2023-03-31 $421k 6.5k 65.18
2022-12-31 $317k 5.7k 55.49
2022-09-30 $319k 5.7k 55.84
2022-06-30 $331k 5.7k 57.94
2022-03-31 $427k 5.7k 74.74
2021-12-31 $469k 2.9k 163.81
2021-09-30 $424k 2.9k 148.10
2021-06-30 $418k 2.9k 146.00
2021-03-31 $372k 2.9k 129.93
2020-12-31 $368k 2.9k 128.54
2020-09-30 $330k 2.9k 115.26
2020-06-30 $291k 2.9k 101.64
2020-03-31 $228k 2.9k 79.64
2019-12-31 $331k 3.6k 92.87
2019-09-30 $311k 3.7k 83.96
2019-06-30 $308k 3.7k 83.22
2019-03-31 $295k 3.7k 79.39
2018-12-31 $255k 3.7k 68.79
2018-09-30 $303k 3.7k 81.85
2018-06-30 $280k 3.7k 75.68
2018-03-31 $265k 3.7k 71.62
2017-12-31 $332k 4.7k 70.70
2017-09-30 $279k 4.2k 65.96
2017-06-30 $271k 4.3k 63.07
2017-03-31 $266k 4.4k 60.52
2016-12-31 $298k 5.3k 55.72
2016-09-30 $296k 5.3k 55.43
2016-06-30 $439k 8.4k 52.41
2016-03-31 $616k 12k 52.37
2015-12-31 $728k 14k 52.83
2015-09-30 $692k 14k 49.96
2015-06-30 $770k 14k 53.62
2015-03-31 $784k 15k 53.89
2014-12-31 $754k 15k 51.78
2014-09-30 $666k 14k 49.21

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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