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Schwab U S Large Cap Growth ETF shares owned by Guerra Pan Advisors

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

Historical chart of Guerra Pan Advisors 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 Guerra Pan Advisors 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 Guerra Pan Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 16k 92.72
2023-12-31 $1.3M 15k 82.96
2023-09-30 $486k 6.7k 72.72
2023-06-30 $354k 4.7k 74.95

More positions owned by Guerra Pan Advisors

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl A (GOOGL)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Msci Usa Mmentm (MTUM)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Apple (AAPL)
Asml Holding N V N Y Registry Shs (ASML)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Boeing Company (BA)
Cadence Design Systems (CDNS)
Select Sector Spdr Tr Indl (XLI)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Guerra Pan Advisors

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
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF