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Schwab U S Large Cap Growth ETF shares owned by Berkeley Capital Partners

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

Historical chart of Berkeley Capital Partners 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 Berkeley Capital Partners 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 Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 7.9k 31.91

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Coastalsouth Bancshares Com New (COSO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Industrial Etf (VIS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)

View all positions for Berkeley Capital Partners

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