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Schwab U S Large Cap Growth ETF shares owned by BFSG

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

Historical chart of BFSG 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 BFSG 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 BFSG

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 25k 104.18
2024-06-30 $2.4M 24k 100.84
2024-03-31 $2.0M 21k 92.72
2023-12-31 $1.8M 22k 82.96
2023-09-30 $1.6M 22k 72.72
2023-06-30 $1.7M 22k 74.94
2023-03-31 $1.5M 23k 65.17
2022-12-31 $1.3M 24k 55.55
2019-03-31 $216k 2.7k 79.32

More positions owned by BFSG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Church & Dwight (CHD)
Raytheon Technologies Corp (RTX)
Vanguard World Energy Etf (VDE)
CSX Corporation (CSX)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Novo-nordisk A S Adr (NVO)

View all positions for BFSG

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF