Arlington Trust »

Schwab U S Large Cap Growth ETF shares owned by Arlington Trust

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

Historical chart of Arlington Trust 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 Arlington Trust 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 Arlington Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 146k 31.91
2025-06-30 $4.3M 146k 29.21
2025-03-31 $3.7M 146k 25.04
2024-12-31 $4.1M 146k 27.87
2024-09-30 $3.8M 37k 104.18
2024-06-30 $3.7M 37k 100.84
2024-03-31 $3.4M 37k 92.72
2023-12-31 $3.0M 37k 82.96

More positions owned by Arlington Trust

Vanguard Total Stock Market ETF (VTI)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Invesco S&p 500 Equal Weight Etf (RSP)
Apple (AAPL)
Schwab Strategic Tr us lrg cap etf (SCHX)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
iShares S&P 500 Value Index (IVE)
NVIDIA Corporation (NVDA)
Proshares Tr russ 2000 divd (SMDV)
Alphabet Inc Class A cs (GOOGL)

View all positions for Arlington Trust

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF