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Schwab U S Large Cap Growth ETF shares owned by Schaeffer Financial

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

Historical chart of Schaeffer Financial 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 Schaeffer Financial 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 Schaeffer Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 135k 82.96
2022-09-30 $3.2M 57k 55.80
2022-06-30 $2.7M 46k 58.00
2022-03-31 $3.5M 47k 74.81
2021-12-31 $7.1M 44k 163.74

More positions owned by Schaeffer Financial

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Home Depot (HD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Schaeffer Financial

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