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

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

Historical chart of Apella 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 Apella 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 3.0k 92.48
2023-12-31 $241k 3.0k 80.60
2023-09-30 $218k 3.0k 72.72
2023-06-30 $224k 3.0k 74.95
2022-03-31 $219k 2.9k 74.90
2021-12-31 $239k 1.5k 163.47
2021-09-30 $217k 1.5k 148.43
2021-06-30 $213k 1.5k 145.69

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

Top funds holding Schwab U S Large Cap Growth ETF

Sei Investments
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

View all funds holding Schwab U S Large Cap Growth ETF