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Schwab U S Large Cap Growth ETF shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen Wealth Advisors 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 Acumen Wealth Advisors 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 Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4k 40 33.85

More positions owned by Acumen Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Micron Technology (MU)

View all positions for Acumen Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF