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Schwab U S Large Cap Growth ETF shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2025-09-30 $978k 31k 31.91
2025-06-30 $472k 16k 29.21
2025-03-31 $405k 16k 25.04
2024-12-31 $652k 23k 27.87
2024-09-30 $396k 3.8k 104.17

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

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