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Schwab U S Large Cap Growth ETF shares owned by Baring Financial

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

Historical chart of Baring Financial 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 Baring Financial 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 Baring Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 152k 31.91
2025-06-30 $4.1M 140k 29.21
2025-03-31 $3.4M 134k 25.04
2024-12-31 $3.7M 132k 27.87

More positions owned by Baring Financial

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exp World Holdings Inc equities (EXPI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Baring Financial

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