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Schwab U S Large Cap Growth ETF shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth 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 KFA Private Wealth 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $397k 4.3k 92.71

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for KFA Private Wealth Group

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