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Schwab U S Large Cap Growth ETF shares owned by BAM Wealth Management

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

Historical chart of BAM Wealth Management 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 BAM Wealth Management 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 BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 7.3k 33.84

More positions owned by BAM Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)

View all positions for BAM Wealth Management

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