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Schwab U S Large Cap Growth ETF shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth 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 Arete Wealth Advisors 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $355k 11k 33.84
2025-12-31 $313k 9.6k 32.58
2025-09-30 $356k 11k 32.00
2025-06-30 $235k 8.0k 29.20
2024-12-31 $278k 9.9k 27.95
2024-09-30 $227k 2.2k 103.80

More positions owned by Arete Wealth Advisors

Apple Equity (AAPL)
Invesco Exchange Traded Etf (RSP)
Blackrock Etf Trust Ii Etf (BINC)
Disney Walt Equity (DIS)
Nvidia Corporation Equity (NVDA)
Fidelity Merrimack Str Tr Etf (FBND)
Putnam Etf Trust Etf (PVAL)
Spdr Series Trust Etf (SPAB)
Spdr Series Trust Etf (SPYM)
Vanguard Index Fds Etf (VUG)
Ishares Tr Etf (EFV)
Amazon Equity (AMZN)
Microsoft Corp Equity (MSFT)
Alphabet Equity (GOOGL)
Spdr Series Trust Etf (BIL)

View all positions for Arete Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF