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

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

Historical chart of Stratos 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 Stratos 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 124k 92.72
2023-12-31 $12M 141k 82.96
2023-09-30 $14M 190k 72.72
2023-06-30 $14M 192k 74.95
2023-03-31 $12M 180k 65.17
2022-12-31 $12M 206k 55.56
2022-09-30 $11M 194k 55.81
2022-06-30 $12M 208k 57.99
2022-03-31 $13M 174k 74.82
2021-12-31 $8.9M 55k 163.75
2021-09-30 $7.9M 53k 148.09
2021-06-30 $7.7M 53k 145.95
2021-03-31 $6.8M 52k 129.77
2020-12-31 $6.3M 49k 128.42
2020-09-30 $5.7M 49k 115.16
2020-06-30 $5.2M 51k 101.55
2020-03-31 $5.6M 70k 79.65
2019-12-31 $4.6M 49k 92.92
2019-09-30 $12k 759 16.24
2019-06-30 $3.9M 47k 83.21
2019-03-31 $4.2M 53k 79.42
2018-12-31 $3.6M 52k 68.94
2018-09-30 $4.1M 49k 82.02
2018-06-30 $2.9M 39k 75.78
2018-03-31 $3.3M 46k 71.71
2017-12-31 $3.8M 54k 70.71
2017-09-30 $4.1M 63k 66.07
2017-06-30 $4.5M 71k 63.20
2017-03-31 $4.2M 70k 60.48
2016-12-31 $2.6M 47k 55.84
2016-09-30 $2.0M 37k 55.47
2016-06-30 $2.1M 40k 52.46
2016-03-31 $1.7M 32k 52.42
2015-12-31 $1.6M 29k 52.84
2015-09-30 $1.2M 24k 50.00
2015-06-30 $641k 12k 53.65
2015-03-31 $487k 9.0k 53.90
2014-12-31 $76k 1.5k 51.79

More positions owned by Stratos Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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