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Schwab U S Large Cap Growth ETF shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 18k 104.18
2024-06-30 $1.8M 18k 100.84
2024-03-31 $1.3M 14k 92.72
2023-12-31 $1.6M 19k 82.96
2023-09-30 $1.9M 27k 72.72
2023-06-30 $2.0M 27k 74.95
2023-03-31 $1.8M 27k 65.17
2022-12-31 $1.5M 28k 55.56
2022-09-30 $1.6M 28k 55.80
2022-06-30 $1.7M 29k 57.98
2022-03-31 $2.2M 30k 74.81
2021-12-31 $2.5M 15k 163.72
2021-09-30 $2.3M 15k 148.18
2021-06-30 $2.3M 16k 145.93
2021-03-31 $2.3M 18k 129.79
2020-12-31 $2.2M 17k 128.62
2020-09-30 $1.9M 17k 115.14
2020-06-30 $1.8M 17k 101.42
2020-03-31 $1.4M 18k 79.65
2019-12-31 $1.7M 19k 92.94
2019-09-30 $1.4M 17k 84.01
2019-06-30 $1.4M 17k 83.21
2019-03-31 $1.4M 17k 79.43
2018-12-31 $1.2M 17k 68.96
2018-09-30 $1.3M 15k 82.00
2018-06-30 $1.1M 15k 75.80
2018-03-31 $1.1M 15k 71.71
2017-12-31 $1.0M 14k 70.69
2017-09-30 $882k 13k 66.09
2017-06-30 $824k 13k 63.18
2017-03-31 $747k 12k 60.46
2016-12-31 $678k 12k 55.90
2016-09-30 $696k 13k 55.52
2016-06-30 $685k 13k 52.51
2016-03-31 $721k 14k 52.42
2015-12-31 $816k 15k 52.83
2015-09-30 $824k 17k 49.98
2015-06-30 $969k 18k 53.66
2015-03-31 $1.0M 19k 53.82
2014-12-31 $977k 19k 51.76
2014-09-30 $873k 18k 49.18
2014-06-30 $866k 18k 48.51
2014-03-31 $878k 19k 46.00
2013-12-31 $327k 7.2k 45.28
2013-09-30 $246k 6.0k 41.09
2013-06-30 $218k 5.7k 38.13

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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