AllGen Financial Advisors »

Schwab U S Large Cap Growth ETF shares owned by AllGen Financial Advisors

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

Historical chart of AllGen Financial 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 AllGen Financial Advisors 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 AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 141k 92.72
2023-12-31 $13M 153k 82.96
2023-09-30 $4.0M 55k 72.72

More positions owned by AllGen Financial Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr International Sl (ISCF)
Johnson & Johnson (JNJ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
CVS Caremark Corporation (CVS)

View all positions for AllGen Financial Advisors

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