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Schwab U S Large Cap Growth ETF shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $287k 3.5k 82.96
2023-09-30 $251k 3.5k 72.67
2023-06-30 $267k 3.5k 77.14
2023-03-31 $241k 3.7k 65.17
2022-12-31 $212k 3.5k 61.18
2022-09-30 $201k 3.5k 58.09
2022-06-30 $201k 3.5k 58.09

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Commerce Bancshares (CBSH)
Adams Express Company (ADX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Service CL B (UPS)
Jefferies Finl Group (JEF)
Proshares Tr Large Cap Cre (CSM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Microsoft Corporation (MSFT)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Euro Fl Etf (EUFN)

View all positions for Waterfront Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Sei Investments
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

View all funds holding Schwab U S Large Cap Growth ETF