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Schwab U S Large Cap Growth ETF shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $473k 6.5k 72.72
2023-06-30 $481k 6.4k 74.95
2023-03-31 $450k 6.9k 65.17
2022-12-31 $379k 6.8k 55.56
2022-09-30 $381k 6.8k 55.87
2022-06-30 $373k 6.4k 57.92
2022-03-31 $482k 6.4k 74.86

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

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