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Schwab U S Large Cap Growth ETF shares owned by Bawa N Mallick Trust

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

Historical chart of Bawa N Mallick 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 Bawa N Mallick Trust 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 Bawa N Mallick Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 107k 32.62
2025-09-30 $3.4M 107k 31.91
2025-06-30 $3.1M 107k 29.21
2025-03-31 $2.7M 107k 25.04
2024-12-31 $3.0M 107k 27.87

More positions owned by Bawa N Mallick Trust

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Expanded Tech (IGV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)

View all positions for Bawa N Mallick Trust

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF