American Financial & Tax Strategies »

Schwab U S Large Cap Growth ETF shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies 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 American Financial & Tax Strategies 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 American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $361k 3.5k 104.18
2024-06-30 $382k 3.8k 100.84
2024-03-31 $367k 4.0k 92.72
2023-12-31 $3.8M 112k 33.73

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Morningstar Grwt (ILCG)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for American Financial & Tax Strategies

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF