Agate Pass Investment Management »

Schwab U S Large Cap Growth ETF shares owned by Agate Pass Investment Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Agate Pass Investment Management from 13F filings

Historical chart of Agate Pass Investment Management 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 Agate Pass Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Agate Pass Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $302k 8.9k 33.84

More positions owned by Agate Pass Investment Management

Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Agate Pass Investment Management

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF