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Schwab U S Large Cap Growth ETF shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital Management 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 Tradewinds Capital Management 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $92k 988 92.72
2023-12-31 $82k 988 82.96
2023-09-30 $72k 988 72.72
2023-06-30 $74k 988 74.95
2023-03-31 $64k 988 65.17
2022-12-31 $55k 988 55.56
2022-09-30 $55k 988 55.67
2022-06-30 $57k 988 57.69
2022-03-31 $139k 1.9k 74.81
2021-12-31 $149k 909 163.92
2021-09-30 $135k 909 148.51
2021-06-30 $216k 1.5k 146.04
2021-03-31 $209k 1.6k 129.89
2020-12-31 $218k 1.7k 128.24
2020-09-30 $167k 1.4k 115.41
2020-06-30 $138k 1.4k 101.77
2020-03-31 $108k 1.4k 79.70
2019-12-31 $192k 2.1k 92.84
2019-09-30 $261k 3.1k 83.98
2019-06-30 $258k 3.1k 83.09
2019-03-31 $247k 3.1k 79.55
2018-12-31 $305k 4.4k 69.04
2018-09-30 $292k 3.6k 81.98
2018-06-30 $246k 3.3k 75.69
2018-03-31 $261k 3.6k 71.70
2017-12-31 $242k 3.4k 70.70
2017-09-30 $194k 2.9k 66.14
2017-06-30 $327k 5.2k 63.20
2017-03-31 $1.4M 23k 60.49
2016-12-31 $4.5M 81k 55.83
2016-09-30 $1.1M 21k 55.50
2016-06-30 $1.0M 20k 52.47
2016-03-31 $4.0M 77k 52.41
2015-12-31 $3.6M 67k 52.83
2015-09-30 $2.5M 51k 49.98
2015-06-30 $2.5M 46k 53.68
2015-03-31 $3.3M 62k 53.87
2014-12-31 $3.7M 72k 51.79
2014-09-30 $3.2M 65k 49.18
2014-06-30 $3.2M 65k 48.52
2014-03-31 $3.5M 77k 46.00
2013-12-31 $2.3M 51k 45.24

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds Capital Management

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