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Schwab U S Large Cap Growth ETF shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $581k 7.0k 82.96
2023-09-30 $478k 6.6k 72.72
2023-06-30 $506k 6.7k 74.96
2023-03-31 $434k 6.7k 65.17
2022-12-31 $456k 8.2k 55.56
2022-09-30 $746k 13k 55.82
2022-06-30 $773k 13k 57.97
2022-03-31 $996k 13k 74.82

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Northrop Grumman Corporation (NOC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Ig Floating Rate (FLTR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Advisor OS

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