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Schwab U S Large Cap Growth ETF shares owned by Bellwether Advisors

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

Historical chart of Bellwether Advisors 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 Bellwether Advisors 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 Bellwether Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 7.3k 31.91
2025-06-30 $214k 7.3k 29.21
2025-03-31 $184k 7.3k 25.04
2024-12-31 $205k 7.3k 27.87
2023-03-31 $0 0 0.00
2022-12-31 $165 3 55.33

More positions owned by Bellwether Advisors

Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
Broadcom (AVGO)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Roblox Corp Cl A (RBLX)
Ishares Tr Msci Usa Min Vol (USMV)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ishares Tr Global Tech Etf (IXN)

View all positions for Bellwether Advisors

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