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Schwab U S Large Cap Growth ETF shares owned by Annandale Capital

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

Historical chart of Annandale Capital 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 Annandale Capital 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 Annandale Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $454k 4.4k 104.27
2024-06-30 $438k 4.3k 100.81

More positions owned by Annandale Capital

Spdr S&p 500 Etf Tr Put Put Option
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Iboxx Hi Yd Etf Put Option
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Meta Platforms Cl A (META)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Global X Fds Glb X Mlp Enrg I (MLPX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Energy Transfer Com Ut Ltd Ptn (ET)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Annandale Capital

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