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Schwab U S Large Cap Growth ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial 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 United Capital Financial 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $52M 630k 82.96
2023-09-30 $50M 686k 72.72
2023-06-30 $54M 726k 74.95
2023-03-31 $52M 792k 65.17
2022-12-31 $46M 820k 55.56
2022-09-30 $53M 949k 55.81
2022-06-30 $60M 1.0M 57.99
2022-03-31 $79M 1.1M 74.82
2021-12-31 $91M 553k 163.75
2021-09-30 $86M 580k 148.09
2021-06-30 $90M 615k 145.96
2021-03-31 $85M 653k 129.78
2020-12-31 $88M 683k 128.41
2020-09-30 $84M 729k 115.17
2020-06-30 $87M 853k 101.54
2020-03-31 $73M 918k 79.65
2019-12-31 $86M 929k 92.91
2019-09-30 $77M 911k 84.01
2019-06-30 $74M 885k 83.21
2019-03-31 $67M 846k 79.43
2018-12-31 $54M 780k 68.93
2018-09-30 $65M 787k 82.02
2018-06-30 $62M 815k 75.78
2018-03-31 $56M 783k 71.71
2017-12-31 $11M 148k 70.71
2017-09-30 $9.7M 147k 66.07
2017-06-30 $9.3M 147k 63.20
2017-03-31 $8.2M 136k 60.48
2016-12-31 $7.7M 139k 55.83
2016-09-30 $7.0M 126k 55.48
2016-06-30 $7.8M 150k 52.00
2016-03-31 $8.4M 160k 52.42
2015-12-31 $10M 196k 52.83
2015-09-30 $12M 229k 49.98
2015-06-30 $13M 250k 53.67
2015-03-31 $15M 270k 53.77
2014-12-31 $14M 263k 51.79
2014-09-30 $9.6M 195k 49.18
2014-06-30 $9.2M 189k 48.52
2014-03-31 $8.7M 188k 46.00
2013-12-31 $8.0M 177k 45.24
2013-09-30 $5.3M 129k 41.08
2013-06-30 $4.0M 106k 38.11
2013-03-31 $4.1M 110k 37.24
2012-12-31 $3.2M 93k 34.16
2012-09-30 $2.4M 70k 34.69
2012-06-30 $2.1M 65k 32.59

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial 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