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Schwab U S Large Cap Growth ETF shares owned by Rocky Mountain Advisers

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Rocky Mountain Advisers from 13F filings

Historical chart of Rocky Mountain Advisers 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 Rocky Mountain Advisers 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 Rocky Mountain Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $491k 5.3k 92.72
2023-12-31 $472k 5.7k 82.96
2023-09-30 $414k 5.7k 72.72
2023-06-30 $371k 5.7k 65.17
2023-03-31 $371k 5.7k 65.20
2022-12-31 $316k 5.7k 55.54
2022-09-30 $318k 5.7k 55.89
2022-06-30 $330k 5.7k 58.00
2022-03-31 $426k 5.7k 74.87
2021-12-31 $466k 2.8k 163.80
2021-09-30 $421k 2.8k 147.98
2021-06-30 $415k 2.8k 145.87
2021-03-31 $369k 2.8k 129.70
2020-12-31 $365k 2.8k 128.30
2020-09-30 $328k 2.8k 115.29
2020-06-30 $333k 3.3k 101.40
2020-03-31 $261k 3.3k 79.50
2019-12-31 $305k 3.3k 92.93
2019-09-30 $276k 3.3k 84.15
2019-06-30 $273k 3.3k 83.26
2019-03-31 $260k 3.3k 79.29
2018-12-31 $226k 3.3k 68.97
2018-09-30 $269k 3.3k 82.14
2018-06-30 $248k 3.3k 75.75
2018-03-31 $235k 3.3k 71.78
2017-12-31 $231k 3.3k 70.58
2017-09-30 $217k 3.3k 66.18
2017-06-30 $180k 2.8k 63.27
2017-03-31 $172k 2.8k 60.46
2016-12-31 $159k 2.8k 55.89
2016-09-30 $158k 2.8k 55.54
2016-06-30 $149k 2.8k 52.37
2016-03-31 $149k 2.8k 52.37
2015-12-31 $150k 2.8k 52.72
2015-09-30 $142k 2.8k 49.91

More positions owned by Rocky Mountain Advisers

Elevation Series Trust Srh Us Quality (SRHQ)
Elevation Series Trust Srh Reit Covered (SRHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Cohen & Steers infrastucture Fund (UTF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Boulder Growth & Income Fund (STEW)
Microsoft Corporation (MSFT)
Vanguard Group Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rocky Mountain Advisers

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