REDW Stanley Financial Advisors »

Schwab U S Large Cap Growth ETF shares owned by REDW Stanley Financial Advisors

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

Historical chart of REDW Stanley Financial 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 REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $578k 6.2k 92.72
2023-12-31 $574k 6.9k 82.96
2023-09-30 $503k 6.9k 72.72
2023-06-30 $518k 6.9k 74.95

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Real Estate Etf (VNQ)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for REDW Stanley Financial 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