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Schwab U S Large Cap Growth ETF shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $334k 4.0k 82.96
2023-09-30 $293k 4.0k 72.72
2023-06-30 $222k 3.0k 74.95
2023-03-31 $217k 3.3k 65.17

More positions owned by BIP Wealth

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Spdr S&p 500 Etf Etf (SPY)
Ishares Treasury Floating Rate B Etf Etf (TFLO)
Vanguard Index Fds Total Stk Mkt Etf Etf (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Etf (VT)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Vanguard Index Fds Vanguard Value Etf Etf (VTV)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Russell 2000 Etf Etf (IWM)
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)
Spdr Portfolio S P 1500 Cmpst St Etf Etf (SPTM)
Ishares Msci Emerging Markets Etf Etf (EEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for BIP Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF