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Capital Group Core Equity Et shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $24k 675 34.97
2024-09-30 $23k 675 34.28

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Wells Fargo & Company
Raymond James & Associates
Mml Investors Services
Cambridge Investment Research Advisors
Private Advisor
Jones Financial Companies, L.L
Raymond James Financial Services Advisors

View all funds holding Capital Group Core Equity Et