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Schwab U S Large Cap Growth ETF shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 30k 82.96
2023-09-30 $1.6M 22k 72.72

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)
Apple Stock (AAPL)
Jpmorgan Municipal Etf Etf (JMUB)
Microsoft Corp Stock (MSFT)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)

View all positions for Invenio Wealth Partners

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